Life at Roth&Co – Roth&Co

Roth&CoFinancial Services • 7K followers

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We’re heading to Boston for the @AHCA/NCAL Convention & Expo: Delivering Solutions …read more

We’re heading to Boston for the @AHCA/NCAL Convention & Expo: Delivering Solutions 26!

Roth&Co Healthcare Partners @Moshe Schupper, CPA and @Aaron $Ari$ Galster, CPA will be attending, connecting with leaders across the long-term and post-acute care industry and sharing how Roth&Co supports healthcare organizations through specialized tax, accounting, advisory, and AI automation.

If you’ll be there, be sure to stop by and say hello. We look forward to seeing you in Boston!

{hashtag|\#|AHCANCAL} {hashtag|\#|DeliveringSolutions26} {hashtag|\#|LongTermCare} {hashtag|\#|Healthcare}

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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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2026-09-09

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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Another great year at IML! Last week, Roth&Co was back in Chicago for the @[Illinois Municipal …read more

Another great year at IML!

Last week, Roth&Co was back in Chicago for the @Illinois Municipal League’s 113th Annual Conference, marking our third year attending!

@Aaron Donnelly, @Darlene Dizon, CPA, @Syndelle Manuel, CPA, and @Zehava $Schuman$ Reischer, CPA represented Roth&Co, joining more than 2,000 local officials at one of Illinois’ largest municipal events.

Over the course of the conference, our team had the chance to catch up with longtime clients, meet new people, and have some great conversations with professionals from across the government sector.

One of our favorite parts of attending IML each year is getting to connect face-to-face with the people and communities we work with throughout Illinois.

Thank you to the Illinois Municipal League for another great conference. We loved being back and look forward to doing it again next year!

@Kristin $Meredith$ Fulscher, @Daniel Newton, Hart Passman, @Jeff Rogers, @Nicole Matej

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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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2026-09-10

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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They’re calling it the “Stop Nick Shirley Act.” After Nick Shirley’s fraud investigations sparked a national …read more

They’re calling it the “Stop Nick Shirley Act.”

After Nick Shirley’s fraud investigations sparked a national firestorm, California passed a new law expanding privacy protections for certain workers in the nonprofit and healthcare sectors.

Supporters say it’s about safety. Critics say it could make accountability harder.

And the timing is raising even more questions, as federal authorities move in the opposite direction and push for greater scrutiny and transparency.

So what exactly does AB 2624 change, and why has it become so controversial?

Read the full story here:
https://lnkd.in/eZFyiKjY

@Moshe Schupper, CPA, @William $Bill$ Oliver, @Raymond Azar

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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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2026-09-09

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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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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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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2026-09-07

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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