Skip to content
Roth&Co
    • The Roth Story
    • Clients
    • BDO Alliance USA
    • The Roth Manifesto
    • How We Do It
    • Our Team
    • Giving Back
      • Financial Statements
      • Compliance Related Audits
      • Government & Regulatory Compliance
      • Consolidated Fiscal Reports (CFR, OPWDD, SED)
      • Management Reports
        • Forecasting & Projections
        • Buy-Sell Agreements
        • Capital & Equity Funding
        • Business Strategy & Decisions
        • Sell-Side Due Diligence
        • Forensic Accounting
        • Internal Control Analysis & Assessment
        • Business Valuations
        • Business Management Consulting
        • Litigation Support
        • Due Diligence
        • Financial Statement Analysis
        • Quality of Earnings Report
        • Estate Planning
        • Other Advisory Services
      • CAS Services
      • CMO Services
      • HR Services
      • Tax-Exempt Applications & Returns
      • Tax Return Preparation
      • Voluntary Disclosure
      • Tax Audits
      • International Tax Services
      • Tax Planning & Consulting
      • Not-for-Profit Compliance Services
      • Trust Fund Recovery Penalty
      • Offers in Compromise
      • Levy or Lien Removals
      • Tax Controversy & Procedures
      • Tax Audits
    • RothTech
    • School Management Solutions by SMS
    • Wealth Management by Equinum
    • Education
    • Government
    • Healthcare
    • Investment Funds
    • Manufacturing, Wholesale & Retail
      • Congregations
      • Education
      • Foundations & Trusts
      • Mission & Social Services
      • Real Estate
      • Construction
      • Business & Professional Services
      • Food Services
      • Gaming
      • High Net-Worth Individuals
      • Special Needs
  • Insights
  • Careers + Culture
Contact

Insights

Industries

Services

  • Oct 9, 2026

    •

    Non Profit

    BreakingHochul Opts New York Into Trump’s Scholarship Plan: What Families Need to Know About the $3,400 Credit

    Governor Kathy Hochul has officially opted New York into the new federal education tax credit program, clearing the way for New York families to participate when the program takes effect in 2027.
    YisroelKillstein(1)

    Yisroel Kilstein, CPA

    Read more: Hochul Opts New York Into Trump’s Scholarship Plan: What Families Need to Know About the $3,400 Credit
    Hochul Opts New York Into Trump’s Scholarship Plan: What Families Need to Know About the $3,400 Credit

Trending

  • One Man Versus Detroit; How a Book Rewrote the Rules of the American Road

    Simcha Eichenstein

    Simcha Eichenstein

  • How Manufacturers Finance the Next Big Order

    Alan Botwinick

    Alan Botwinick, CPA

  • Only Sloppy People Pay Estate Tax 

    Shulem

    Shulem Rosenbaum, CPA, ABV

  • The Accreditation Trade-Off for Private and Religious Institutions 

    YP

    Yehoshua Pinkus

  • The Night a Forgotten Wallet Changed Consumer Finance Forever
    Oct 8, 2026

    The Night a Forgotten Wallet Changed Consumer Finance Forever

    Simcha Eichenstein

    Simcha Eichenstein

  • Canada-U.S. Treaty Does Not Offset NIIT, Federal Circuit Rules in Landmark Cross-Border Tax Case  
    Oct 8, 2026

    Canada-U.S. Treaty Does Not Offset NIIT, Federal Circuit Rules in Landmark Cross-Border Tax Case  

    Roth & Co

    Chaya Siegfried, CPA, MST

  • When a $2,300 Loss Becomes a $6 Million Tax Bill 
    Oct 8, 2026

    When a $2,300 Loss Becomes a $6 Million Tax Bill 

    Ahron Golding cropped

    Ahron Golding, Esq.

  • Why Are Tech CEOs Sounding the Alarm on the AI They Created? 
    Oct 8, 2026

    Why Are Tech CEOs Sounding the Alarm on the AI They Created? 

    OP

    Our Partners at RothTech

Authors

Yisroel Kilstein

Yisroel Kilstein, CPA

9 OCT, 2026
NON PROFIT

Hochul Opts New York Into Trump’s Scholarship Plan: What Families Need to Know About the $3,400 Credit

2 OCT, 2026
NONPROFIT

Federal Scholarship Rules Are Out. Here’s the First Look for SGOs.

2 OCT, 2026
NONPROFIT

New Federal Scholarship Rules: Who Gets the Credit, Who Gets the Scholarship? 

More by Yisroel
Simcha Eichenstein

Simcha Eichenstein

8 OCT, 2026
GOVERNMENT

The Night a Forgotten Wallet Changed Consumer Finance Forever

7 SEP, 2026

One Man Versus Detroit; How a Book Rewrote the Rules of the American Road

11 AUG, 2026
GOVERNMENTAL & PUBLIC SERVICES

How 1918’s Deadliest Pandemic Built Modern Disease Tracking

More by Simcha
Ahron Golding

Ahron Golding, Esq.

8 OCT, 2026
TAX PLANNING & CONSULTING

When a $2,300 Loss Becomes a $6 Million Tax Bill 

3 JUL, 2026
TAX

The Section 125 Wellness Loophole Is Selling Employers a Tax Fantasy 

3 JUN, 2026
TAX CONTROVERSY & PROCEDURES

The Kwong Case Could Put Years of IRS Penalties Back in Taxpayers’ Pockets

More by Ahron
Get to Know Our Authors

Real Insights, No Buzz.

Stay in the loop with our latest insights, updates, and industry news—delivered straight to your inbox. Subscribe to our newsletter and never miss a blog post or expert tip. It’s the easiest way to stay connected and ahead of the curve.

Thank you for signing up!

Keep an eye on your inbox for our latest insights and updates.

Spotlight

Non Profit

View All

  • Hochul Opts New York Into Trump’s Scholarship Plan: What Families Need to Know About the $3,400 Credit
    Oct 9, 2026

    •

    Non Profit

    Hochul Opts New York Into Trump’s Scholarship Plan: What Families Need to Know About the $3,400 Credit

    Governor Kathy Hochul has officially opted New York into the new federal education tax credit program, clearing the way for New York families to participate when the program takes effect in 2027. With tuition taking up so much of the family budget, parents are eager for the relief promised by the new federal education tax credit.
    YisroelKillstein(1)

    Yisroel Kilstein, CPA

    Read more: Hochul Opts New York Into Trump’s Scholarship Plan: What Families Need to Know About the $3,400 Credit
  • Treasury Previews Guidance on New SGO Tax Credit
    Jun 18, 2026

    Treasury Previews Guidance on New SGO Tax Credit

    YisroelKillstein(1)

    Yisroel Kilstein, CPA

  • The $1,700 School Credit That May Not Lower Your Tuition
    Jun 18, 2026

    The $1,700 School Credit That May Not Lower Your Tuition

    YisroelKillstein(1)

    Yisroel Kilstein, CPA

  • Community Spaces Were Built to Welcome. Now They’re Built to Defend.
    May 27, 2026

    Community Spaces Were Built to Welcome. Now They’re Built to Defend.

    Israel Lowinger

    Israel Lowinger, CPA

Government

View All

  • The Night a Forgotten Wallet Changed Consumer Finance Forever
    Oct 8, 2026

    •

    Government

    The Night a Forgotten Wallet Changed Consumer Finance Forever

    During most of America's history, payment equaled purchasing. Individuals paid cash, wrote checks, or received local store credit. The idea of carrying a small piece of plastic to borrow funds and buy goods anywhere would have sounded crazy.
    Simcha Eichenstein

    Simcha Eichenstein

    Read more: The Night a Forgotten Wallet Changed Consumer Finance Forever
  • How One Book Shocked America and Changed it Forever  
    Jun 1, 2026

    How One Book Shocked America and Changed it Forever  

    SE

    Simcha Eichenstien

  • The Fallout of CDPAP Consolidation and What Policy-Dependent Industries Can Learn From It
    Mar 25, 2026

    The Fallout of CDPAP Consolidation and What Policy-Dependent Industries Can Learn From It

    Shulem

    Shulem Rosenbaum, CPA, ABV

  • Rent Control in the United States: Temporary Relief or Permanent Policy?
    Jan 28, 2026

    Rent Control in the United States: Temporary Relief or Permanent Policy?

    Simcha Eichenstein

    Simcha Eichenstein

International Tax Services

View All

  • Canada-U.S. Treaty Does Not Offset NIIT, Federal Circuit Rules in Landmark Cross-Border Tax Case  
    Oct 8, 2026

    •

    International Tax Services

    Canada-U.S. Treaty Does Not Offset NIIT, Federal Circuit Rules in Landmark Cross-Border Tax Case  

    Foreign tax credits under Canada-U.S. and France-U.S. treaties cannot offset the 3.8% Net Investment Income Tax  A recent court ruling held that foreign tax credits, even under the Canada-U.S. and France-U.S. income tax treaties, cannot be used to offset the 3.8% U.S.
    Roth & Co

    Chaya Siegfried, CPA, MST

    Read more: Canada-U.S. Treaty Does Not Offset NIIT, Federal Circuit Rules in Landmark Cross-Border Tax Case  
  • The Tax Reality for Americans Investing in Israeli Real Estate
    Jan 28, 2026

    The Tax Reality for Americans Investing in Israeli Real Estate

    Roth & Co

    Chaya Siegfried, CPA, MST

  • Global Tax Considerations for Cross-Border Tech Investments
    Jan 22, 2026

    Global Tax Considerations for Cross-Border Tech Investments

    Roth & Co

    Chaya Siegfried, CPA, MST

  • Paid a Foreign Partner? You May Owe the IRS—Personally
    Dec 23, 2025

    Paid a Foreign Partner? You May Owe the IRS—Personally

    Roth & Co

    Chaya Siegfried, CPA, MST

Real Estate Right Now

Real Estate Right Now is a video series covering the latest real estate trends and opportunities and how you can make the most of them.

Full Series
  • Video: Real Estate Right Now | Tax Incentives for Energy Efficiency
    Play: Video: Real Estate Right Now | Tax Incentives for Energy Efficiency
  • Video: Real Estate Right Now | SDIRAs
    Play: Video: Real Estate Right Now | SDIRAs
  • Video: Real Estate Right Now | Student Housing
    Play: Video: Real Estate Right Now | Student Housing

Find Us

  • Home
  • About
  • Careers + Culture
  • Contact
  • LinkedIn
  • Instagram
  • X
  • Facebook
  • YouTube

© Copyright . Roth&Co