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1 d · Edited

A $3,400 scholarship tax credit? Treasury’s new rules explain who could qualify. Treasury and the IRS released new …read more

A $3,400 scholarship tax credit? Treasury’s new rules explain who could qualify.

Treasury and the IRS released new federal scholarship tax-credit rules on October 1. Scholarship-granting organizations, or SGOs, are nonprofits that use donations to fund scholarships for eligible students’ K–12 education expenses.

Here are the top headlines for donors, families, and SGOs:

• Married couples filing jointly could claim up to $3,400 for qualifying contributions.
• Donors could claim the federal credit even if their home state has not opted in, by contributing to an approved SGO in a participating state.
• A student’s state of residence generally determines scholarship eligibility, even when the school is across state lines.
• SGOs could operate across participating states without an office in each one. The proposed rules also require annual financial and programmatic audits.

Read our initial analysis:
For donors and families: https://lnkd.in/ga4uJegm
For scholarship-granting organizations: https://lnkd.in/grqCJq3a

The comprehensive rules remain proposed and may change. Roth&Co will share further analysis in the coming days.

@Yisroel Kilstein, CPA, @Agudath Israel of America, @A.D. Motzen, @Avi Schnall, @Teach Coalition, @Israel Lowinger, CPA, @Chaya Perlstein, @Yehoshua Pinkus, @Orthodox Union

{hashtag|\#|SchoolChoice} {hashtag|\#|TaxCredits} {hashtag|\#|Nonprofits}

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Giving back in Chicago! Last Friday, our Roth&Co Chicago team participated in the @[Illinois CPA Society …read more

Giving back in Chicago!

Last Friday, our Roth&Co Chicago team participated in the @Illinois CPA Society $ICPAS$’s annual CPA Day of Service, volunteering with @Feed My Starving Children.

Together, our team packed 190 boxes of meals to help provide food for children in need.

We’re grateful for the opportunity to step away from our desks, work together, and give back to the community. Thank you to the @Illinois CPA Society $ICPAS$ and @Feed My Starving Children for organizing such a meaningful day!

@Elda Arriola, @John Karlo Reazo, @Geoffrey Brown, CAE

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There’s a “Sloppy List” in estate planning. And you don’t want to be on it. Missing a portability election. Letting …read more

There’s a “Sloppy List” in estate planning. And you don’t want to be on it.

Missing a portability election. Letting beneficiary designations go stale. Owning life insurance personally. Assuming today’s $15 million exemption means the planning is already taken care of.

Estate tax may affect fewer families today, but for those it does affect, an expensive tax bill can often be traced back to a mistake that could have been avoided.

So, what’s on the “Sloppy List” and how do you make sure your estate plan stays off it?

Read the full article here to find out \>\>\>https://lnkd.in/d8E8Bjmq

@Shulem Rosenbaum, CPA/ABV, @John Riggs, @Vlad Portnoy, Esq., @Hillel Weiss, @Brian $Baruch$ Y. Greenwald, @Joseph Klein, @KENNETH J. RENOV, @Mark Bregman, @Lauren $Barnett$ Wolven, @maurice kassimir

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The DOJ is ramping up healthcare fraud enforcement. Home health and hospice providers should be paying attention. A …read more

The DOJ is ramping up healthcare fraud enforcement. Home health and hospice providers should be paying attention.

A new National Fraud Enforcement Division, more prosecutors, stronger data analytics, and dedicated enforcement resources mean billing irregularities could face greater scrutiny than ever before.

For providers, compliance can’t just be something that happens in the back office. The risks are growing, and being proactive matters.

What does this new enforcement environment mean for home health and hospice providers, and where should organizations be looking now?

Read the full article to learn what the industry needs to know.

https://lnkd.in/diGxK5Pp

@Scott Armstrong, @Brian M. O'Loughlin, JD, RN, @Jose Vela Jr., J.D., LL.M., @National Association for Home Care & Hospice $Now the National Alliance for Care at Home$ @National Alliance for Care at Home, @American Health Law Association, @Health Care Compliance Association $HCCA$

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A $2 million order sounds like a win. Until you realize you need $400,000 upfront just to fulfill it. For …read more

A $2 million order sounds like a win.

Until you realize you need $400,000 upfront just to fulfill it.

For manufacturers, growth often requires cash before it generates cash. And without the right financing in place, a major opportunity can quickly put pressure on liquidity.

The companies best positioned to take advantage? They’ve built strong banking relationships and have lender-ready financials in place before the big order comes in.

@Alan Botwinick breaks down how manufacturers can borrow strategically, protect cash flow and keep growth moving.

\>\>\> Read the full article to learn how to make sure your financing is ready when opportunity knocks. https://lnkd.in/gKfrSyxe

@moishe wechsler, @William Barrett, @Lawrence Febbraro, @Scott Marchuck, @shlomo Bistritzky, @Jacob Fireworker, CPA

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For private and religious schools, the cost of accreditation goes far beyond the application fee. It can open doors to …read more

For private and religious schools, the cost of accreditation goes far beyond the application fee.

It can open doors to new funding opportunities, stronger credentials, and greater institutional recognition. But getting there requires more than submitting an application.

There are financial, operational, and compliance commitments that school leaders need to understand before deciding whether accreditation is worth pursuing.

@Yehoshua Pinkus breaks down what it really takes to become accredited, the costs schools may not anticipate, and what saying “yes” can make possible.
Is accreditation the right move for your school?

Read the full article: https://lnkd.in/dtpjsHpf

@Agudath Israel of America, @Torah Umesorah, @Orthodox Union, @Paul Bernstein, @Sydney Altfield, @Zvi Bloom

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Ending the summer with a home run! Roth&Co was back once again at the Upward Softball Tournament in Chicago, and this …read more

Ending the summer with a home run!

Roth&Co was back once again at the Upward Softball Tournament in Chicago, and this year brought out 1,000+ people for a full day of softball, family fun, and some serious competition.

We sponsored the Recovery Tent, where players $and everyone else!$ could take a break and recharge with massages, IV drips, smoothies, food, and swag for both kids and adults alike.

But the best part of the day is the reason behind it. Upward supports the mental health and well-being of children and young adults in the Chicago community, and we’re proud to be part of an event that brings so many people together for such an important cause.

Congrats to the winning team, @exacare ai and to everyone who hit the field and made it such a great day!

We’re already looking forward to next year!

@Aaron $Ari$ Galster, CPA, @Avery Amster, @Oron Domsky, @Joel Gorenstein, @Shmuel Dukes, @Aaron Travitsky, CPA, @Marc Halpert, @Andrew Robinson, @Ami Atkin, @Rachel Karesh, LCSW, @Joshua Rosen, @Nick Meyers, @Mo Polstein, @Avi Lev, @Ella $Chaya$ Siegal, @Jonathan Bellows, @Nathan Davis, @Mark Hartman, @Mike Donovan, @Moshe Isenberg, @David Hagage, @Efrayim Prero, @Sam Feiler, @Chaim Finkelstein, @Mordy Greenland, @Raphael Rand, @David Hartman, @Yosef M., @Daniel Aaron, @Estie Israel, @Alan Loebmann, @Noah Mishkin, @Danny Rosenthal, @moshe erlich, @Mordy Siegal, @Laird Russell

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Your healthcare organization may be doing R&D without realizing it. Improving billing systems. Integrating EHRs. …read more

Your healthcare organization may be doing R&D without realizing it.

Improving billing systems. Integrating EHRs. Automating compliance. Developing new patient tools.

These may feel like everyday operational improvements, but some could qualify for valuable R&D tax credits.

And the work doesn’t need to be groundbreaking or even successful to qualify.

@Joshua Bondy, CPA, breaks down where R&D credits may be hiding within healthcare operations and why recent tax law changes make now a good time to take another look.

Could your organization be leaving tax savings on the table?

Read the full article: https://lnkd.in/dw2r-Bma

@John Halamka, M.D., M.S., @Healthcare Financial Management Association $HFMA$, @Ashraf $Ash$ Shehata

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Roth Day around the world was epic this year! A day of football, rock climbing, Krav Maga and boating on the open …read more

Roth Day around the world was epic this year! A day of football, rock climbing, Krav Maga and boating on the open waters.

There were touchdowns, victories, challenges conquered, peaks reached but most of all it was a day of friendship!

Another year and yet another reminder that the strongest teams are built through shared experiences, not just shared work.

Thank you to all those who made it possible! @The Gravity Vault Indoor Rock Gyms, @Abe Setton, @Alex Medjuck, @Motty Samet, @Kailyn Turner, @APEX Limo

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2026-08-25

AI is changing retail, but probably not in the way you think. It’s not really about robots or futuristic shopping …read more

AI is changing retail, but probably not in the way you think.

It’s not really about robots or futuristic shopping experiences. It’s about helping retailers make everyday decisions better.

Which products should be marked down?

What should each location have in stock?
Which customers actually need a promotion to make a purchase?
Where is a supply-chain issue starting before it becomes a costly problem?

Individually, these decisions may seem small. Together, they can have a major impact on the bottom line. McKinsey estimates that end-to-end AI transformation can improve retail EBITDA by 4%–10%.

So where is AI actually making a difference today, and what does it take to get real value from it?

@Aaron Donnelly, CPA, FCA, takes a closer look at how retailers are using AI to improve operations and profitability, and why having the right data behind it matters.

Read the full article: https://lnkd.in/dqjzBuwg

@Deborah Weinswig 韋葆蘭, @Henry De Jesus, CPA, @Morris $Moishy$ Seidenfeld, CPA, @Sucharita Kodali

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2026-08-25

The conversation you keep avoiding is already making a decision for you. An employee crosses a line. A donor expects …read more

The conversation you keep avoiding is already making a decision for you.

An employee crosses a line.
A donor expects an exception.
A board member ignores a boundary.

It may feel easier to let it go. But when an exception goes unaddressed long enough, it can quietly become the new standard.

For leaders, difficult conversations aren’t just about resolving an uncomfortable situation. They help define what an organization will tolerate, what it values, and what happens the next time the same issue comes up.

So how do you address a difficult situation without damaging an important relationship or making things worse?

@Zacharia Waxler, CPA, shares a practical framework for approaching the conversations leaders would often rather avoid, including how to prepare, what to say, and how to move forward productively.

Read the full article: https://lnkd.in/d97Av4-v

@Aaron Hurst, @Israel Lowinger, CPA, @Yisroel Kilstein, CPA

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2026-08-25

America has a storage problem. For real estate investors, that problem has become a multibillion-dollar business …read more

America has a storage problem. For real estate investors, that problem has become a multibillion-dollar business opportunity.

One in three Americans turns to self-storage at some point. And what starts as a temporary place to keep a few extra belongings often turns into a recurring monthly payment.

That behavior has helped build a $21 billion industry with characteristics investors tend to like: recurring revenue, relatively low labor requirements, and demand that can hold up across market cycles.

It’s no surprise that self-storage has attracted everyone from first-time operators to some of the country’s largest REITs.

But what actually makes the economics of self-storage so compelling? And does the opportunity still make sense for investors looking to enter the market today?

@Ben Spielman, CPA, breaks down the business model, the numbers behind it, and what investors should consider before jumping in.

Read the full article: https://lnkd.in/dinmbD26

@Hershy Donath, @Dov Z., @AJ Osborne, @Noah Springer

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