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4 d

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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2 w

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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2 w

For the third year in a row, SMS partnered with the NYSED Office of Child Nutrition Programs to bring food service …read more

For the third year in a row, SMS partnered with the NYSED Office of Child Nutrition Programs to bring food service professionals together for a full day of learning and discussion.

This year was our best one yet, with more than 60 food service directors, managers, and professionals from across New York joining us to discuss the real, day-to-day challenges of running a successful child nutrition program.

From Meal Patterns and Offer vs. Serve to Procurement, CEP, Administrative Reviews, Resource Management, and more, the day was packed with practical guidance and important updates.

A big thank you to @New York State Education Department, @School Management Solutions, @Chaya Perlstein, @Yehoshua Pinkus, and @Jennifer Knapp for helping make this event possible, and to everyone who joined us and contributed to such a valuable day. We’re already looking forward to our next Administrative Reviews Training in October!
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3 d

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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2 w

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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2026-07-01

January 2027 is closer than it looks. And the new $1,700 federal SGO tax credit is already raising big questions. How …read more

January 2027 is closer than it looks.

And the new $1,700 federal SGO tax credit is already raising big questions.

How will the Treasury interpret the 90% spending requirement?

What counts for donor reporting?

How will income verification work?

What happens when SGOs operate across multiple states?

The answers could shape how this program works long before the first credit is claimed.

In our latest article, @Yisroel Kilstein, CPA breaks down what Treasury’s early preview may signal for SGOs, states, donors, and schools.

\>\>\> Read the full article here: https://lnkd.in/gj7eND\_3

@Avi Greenstein, @A.D. Motzen, @Agudath Israel of America
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4 d

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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2 w

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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2026-06-30

Business partnerships thrive on trust — but trust alone is not a legal strategy. Without a well-structured …read more

Business partnerships thrive on trust — but trust alone is not a legal strategy.

Without a well-structured partnership agreement, even the strongest relationships can unravel without warning — and they do, every day.

As a business grows, unanswered questions become harder to avoid.

Who has decision-making authority?

How are profits, losses, and responsibilities shared?

What happens if a partner wants out?

A well-structured partnership agreement helps turn alignment into governance, and gives owners a clear framework for roles, risk, continuity, and exit planning.

Roth&Co partner @Shulem Rosenbaum, CPA/ABV explains why the right agreement is the smartest investment partners can make before building together.

Read the full article at the link in the comments.
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6 d

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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2 w

What if you could defer taxes on a $10 million gain without reinvesting the full $20 million sale price? That’s one of …read more

What if you could defer taxes on a $10 million gain without reinvesting the full $20 million sale price?

That’s one of the key differences between a 1031 exchange and an Opportunity Zone investment.

Sell an asset for $20 million with a $10 million basis, and a 1031 exchange generally requires you to reinvest the full $20 million to fully defer the gain. With an Opportunity Zone fund, only the $10 million gain needs to be reinvested.

And starting in 2027, Opportunity Zones are getting even more attractive.
New rules introduce a rolling five-year tax deferral, a permanent 10% basis step-up after five years, and the potential for tax-free appreciation after a 10-year hold.

For investors sitting on a significant capital gain, it may be time to take another look at Opportunity Zones.

Aaron Galster, CPA, and Aron Pinson, CFA, break down what’s changing, how the new rules work, and where Opportunity Zone funds may fit into a broader tax strategy.

Read the full article to see what the new Opportunity Zone rules could mean for investors: https://lnkd.in/d4gZeMjU

@Aaron \(Ari\) Galster, CPA, @Aron Pinson, CFA, @Equinum Wealth Management, @Jimmy Atkinson, @Ashley Tison
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2026-06-26 · Edited

A $1,700 school credit sounds like big news. And for families paying yeshiva or private school tuition, it could …read more

A $1,700 school credit sounds like big news.

And for families paying yeshiva or private school tuition, it could be.

The new federal scholarship tax credit is designed to send more scholarship dollars into K–12 education through Scholarship Granting Organizations, or SGOs.

But there’s an important catch:

This is not a credit for paying your own child’s tuition.

And whether families actually feel the benefit depends on how the program is implemented.

Will it create real tuition relief?

Or will the dollars get absorbed before they reach parents?

In our latest article, @Yisroel Kilstein, CPA breaks down how the credit works, why it matters, and what families, schools, donors, and SGOs should be watching before 2027.

\>\>\> Read the full article here: https://lnkd.in/eqSNkjPx

Kevin Salinger, @Agudath Israel of America, @Yehoshua Pinkus, @Avi Greenstein, @Moshe Tomases
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