“Let employees use AI" is not an AI strategy.

It's a liability waiting to happen.

Confidential data pasted into ChatGPT. Client info uploaded to tools no one approved. Different teams using different platforms, creating inconsistency across the whole company — and no one in leadership has visibility into any of it.

We've been there. Our partners at @RothTech wrote about exactly how we tackled it and built a governance layer that lets employees use the AI tools they love, while keeping the company in control. 

Worth a read if AI is on your agenda this year \(and it should be\).

Read the full article at the link in the comments.

@Chuck Gartenhaus, @Nechama Shechet \(Grossman\), @Jason Staats, CPA, @Blake Oliver, CPA, @OpenAI

Cash-pay ABA gives practices more control—but it also changes the business model.

Insurance billing can create real operational strain: delayed reimbursements, heavy documentation requirements, denials, and cash flow pressure. A cash-pay model can reduce that friction and give providers more flexibility in how they operate.

But it comes with tradeoffs.

For many families, affordability becomes a barrier. Referral sources may narrow. Growth may depend more heavily on reputation, private networks, and the ability to communicate clear value.

For ABA practices, the question is not simply “insurance or cash-pay?” It is how each model affects access, stability, flexibility, and long-term sustainability.

Our latest article explores how ABA providers can think through the business realities behind different payment models.

Read the full article here: https://lnkd.in/gnn69QXF

@Wendy Barlin CPA, @Ben Spielman, CPA

The Israeli bond market used to look like a smart play for U.S. real estate developers: fresh capital, strong investor demand, and a new lane for growth.

Now? Things are getting much more complicated.

In our latest issue of the Roth Business Review: Real Estate Edition,@Aaron \(Ari\) Galster, CPA, breaks down why developers who raised capital in Israel are now facing pressure from every direction — currency shifts, bondholder demands, court fights, and a market that no longer looks as simple as it once did.

It’s a sharp look at how a funding strategy that once seemed attractive became a real estate reckoning — in shekels and in court.

Read the full article here: https://lnkd.in/ghXnJaT7

@Chaya Siegfried, CPA, MST, @The Real Deal, @Richard Barkham, @Sam Chandan, PhD, @Bob Knakal

Form 990 may be getting a glow-up — or a headache.

Treasury is signaling new reporting rules for nonprofits, with a focus on grants, contracts, and fiscal sponsorships.

The details are still developing, but the direction is clear: more transparency, more oversight, and likely more questions for nonprofits.

\>\>\> Read the full breakdown here: https://lnkd.in/eYmyHCKN

@Yisroel Kilstein, CPA, @Binyomin Goldstein, CPA

Roth&Co was proud to be a main sponsor of @Axis Innovation, an international startup event bringing together founders, investors, corporations, and the people helping big ideas scale.

Tax Partner, @Michael Wegh, and Tax Manager, @Shoshana Alexander, were on the ground meeting Israeli startups with their sights set on the U.S. market, connecting with founders, venture capital professionals, and industry leaders from across the ecosystem.

Mendy also moderated a panel, “Scaling in the U.S.: Building a Strategic Investor Network,” featuring leading voices from the Israeli VC world and a practical conversation on what it really takes to get in front of the right investors.

It was a great day of conversations, connections, and momentum — and we’re always energized to be part of the VC ecosystem and help propel ambitious businesses forward.

@Debbie Kandel, @Zeev Bikowsky, @Maya Lipkin-Goldberg, @Hemdat Sagi

Looking for an internship that goes beyond tax and audit?

Roth&Co’s Advisory team is hiring interns to work on real client projects across business valuations, M&A, financial due diligence, forensic accounting, consulting, and estate planning support.

You’ll gain hands-on exposure to financial modeling, forecasting, research, and business analysis while working alongside renowed professionals.

We’re looking for students with strong analytical skills, Excel proficiency, curiosity, and a creative problem-solving mindset. Accounting, finance, economics, and business majors are encouraged to apply.

Interested? Send your resume to careers\@rothcocpa.com.

@Elimelech Felberman, @Shulem Rosenbaum, CPA/ABV, @Noah Ohringer, @Rotem Harari

ERC claim denied? Don’t assume the deadline stops.

The IRS has introduced a new process that may give some ERC claimants more time after receiving a disallowance letter.

Eligible taxpayers may be able to use Form 907 to request an extension of the two-year deadline to file a refund suit — but the relief is narrow.

Our latest article explains who may qualify, where the process falls short, and why ERC claimants need to keep a close eye on the clock.

Read more: https://lnkd.in/eK2Cdtug

@Ahron Golding, @Moshe \(Marc\) Gelbtuch, CPA, CFF, @Michoel Rennert

Big conversations. Great connections. Packed rooms.

Roth&Co was proud to once again be a featured sponsor of this year’s Yeshiva Summit, bringing together yeshiva leaders, school board members, and professionals from across the country for a full day of insight, strategy, and connection.

Our team was right in the middle of it — greeting attendees, meeting new faces, catching up with longtime friends, and joining the important conversations shaping today’s yeshiva landscape.

A special thank you to @Yisroel Kilstein, CPA, who presented to school board members on “Serve with Confidence: What Every Yeshiva Board Member Needs to Know to Protect Themselves and Strengthen Their Yeshiva,” and to @Shulem Rosenbaum, CPA/ABV, who addressed yeshiva leaders on “The Paper Trail Matters: Governance, Staffing and Compliance in Today’s Environment.”

From governance and compliance to leadership and growth, the Summit was a powerful reminder of how much care, thought, and responsibility goes into building and maintaining strong schools.

Thank you to everyone who stopped by, attended the sessions, and helped make the day such a success.

@Israel Lowinger, CPA, @Chaya Perlstein, @Binyomin Goldstein, CPA, @Jacob Halberstam, CFP® RICP®, @Yehoshua Pinkus, @Branden Y Ivy, @Agudath Israel of America, @rochel miller, @Naftali M. Miller and @Avi Schnall

Old credit balances don’t just disappear.

Patient refunds, insurance overpayments, uncashed checks, and returned mail can sit on healthcare books for years. But at some point, those balances may become unclaimed property that needs to be reported to the state.

And states are paying attention.

In California, U.S. Healthworks reached a $7.7 million settlement tied to unreported patient refund checks — a reminder that these small, lingering balances can turn into real exposure.

Our latest article breaks down how unclaimed property issues show up in healthcare and why old credit balances should not be ignored.

Read more: https://lnkd.in/ex8UxHi2

@Joshua Bondy, @Aaron \(Ari\) Galster, CPA, @Rachel Stein, CPA, @Moshe Schupper, CPA

From dust and blueprints to desks, skyline views, and a brand-new home for our Philippines team. After nearly a year of construction, our new Roth&Co Philippines office is officially open!
 
Located on the 29th floor of the beautiful Altaire building in Makati City, the 1,050-square-meter space includes 150+ workspaces, 10 private offices, open collaboration areas, and incredible views of the city.
 
It’s hard to believe this started as an empty construction site. Now, it’s a bright, modern office built for growth, teamwork, and friendships.
 
We celebrated the grand opening with a ribbon-cutting ceremony, refreshments, and plenty of good energy.
 
Congratulations to our Philippines team on this exciting milestone. From the ground up — literally — this office is a beautiful reflection of how far we’ve come and where we’re headed next.
 
If you’d like to join the Roth&Co Philippines office, send your resume to humanresources\@rothcocpa.com.

@Cassandra Enriquez, CPA, CTT, @Colliers, @Ground Up, @Jerrica Quimson, CPA, @Anna Sophia Marticio, @Shan Erald Flores, @Mary Joy Calibuso, @Janzel Anthony Nuñez, @Arjay Arellano, @James William Felix, @Camille Beatriz Policar, @Jan Dexter Cerezo, @Angela Merici Fleta