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Form 990 may be getting a glow-up — or a headache. Treasury is signaling new reporting rules for nonprofits, with a …read more

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
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2 w · Edited

Roth&Co was proud to be a main sponsor of @Axis Innovation, an international startup …read more

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
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3 w

Celebrating the people who keep Roth&Co moving! Office brunches, @YETI mugs, gift …read more

Celebrating the people who keep Roth&Co moving!

Office brunches, @YETI mugs, gift cards, and @Starbucks were how we celebrated Admin Day last week in our New York, New Jersey, and Chicago offices.

Because if you know, you know: our admin teams are the calm in the chaos and the people who somehow always know what needs to happen next.

Your patience, passion, and understanding keep our days moving, our teams supported, and our offices running smoothly.

Our people, our clients, and our firm as a whole are better because of you.

Thank you to our incredible admin teams for everything you do.

@Senada Selmanovic, @Rina Rogov, @Noah Ohringer, @Tzvi Koegel, @Jennifer R., @Sarah Asouline, @Rotem Harari, @Chavi Sperber, @Chaya Abowitz \(Salamon\), @Baila Rosenbaum, @Yehoshua Pinkus, @Rivka Joseph, @Rosa Haleva, @Chavi Paryzer, @Eli S., @Hindy Yaged, @Chaya Perlstein, @Elise Vurdelja, @Shani Albom, @Elijah Irizarry, @Margaret Saldana, @Beulah Santos-Castro
@The Cookie Corner NJ@Wildberry Pancakes and Cafe
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4 d · Edited

ERC claim denied? Don’t assume the deadline stops. The IRS has introduced a new process that may give some ERC …read more

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
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2 w · Edited

Big conversations. Great connections. Packed rooms. Roth&Co was proud to once again be a featured sponsor of this …read more

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
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3 w

Concrete bollards and reinforced doors now sit where open entrances once did. Nonprofits facing terror and hate-crime …read more

Concrete bollards and reinforced doors now sit where open entrances once did. Nonprofits facing terror and hate-crime threats rely on federal security grants to harden their
buildings.

Delays, freezes, and reimbursements can leave them exposed while expenses pile up.

What is the cost of protecting a community that was built to welcome people in?

Read the full article here: https://lnkd.in/g3a6EnMX

@Israel Lowinger, CPA, @IronRock Security, @ProtectX international, @Beth Medrash Govoha, @Yehoshua Pinkus, @Agudath Israel of America, @Chaya Perlstein, @Leah Loeb, @Yisroel Kilstein, CPA, @Hershy Donath, @Yitzchok Levin, @Benny Rogosnitzky
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5 d

Old credit balances don’t just disappear. Patient refunds, insurance overpayments, uncashed checks, and returned mail …read more

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
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3 w · Edited

From dust and blueprints to desks, skyline views, and a brand-new home for our Philippines team. After nearly a year of …read more

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
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3 w

Paint, sip, snacks, repeat. Our Chicago office recently got together for a Paint & Sip night, and the results were… …read more

Paint, sip, snacks, repeat.

Our Chicago office recently got together for a Paint & Sip night, and the results were… honestly pretty impressive.

Team members painted a moonlit pine-tree scene, enjoyed Asian appetizers, sangria, and wine, and got to spend the evening swapping spreadsheets for paintbrushes.

It was creative, relaxed, and just the right amount of “wait, mine actually looks good?”

A big thank-you to everyone who joined and helped make the evening so warm and fun. These are the moments that remind us how much personality, talent, and energy make up the Roth&Co team.

@John Karlo Reazo, @Aaron \(Ari\) Galster, CPA, @Aaron Donnelly, @Epifanio Sadural III, CPA,CGMA, @Elda Arriola
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3 w · Edited

Cash-pay ABA gives practices more control—but it also changes the business model. Insurance billing can create real …read more

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
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3 w

Roth&Co was proud to once again sponsor the annual @[The JWE – The Jewish Woman Entrepreneur & …read more

Roth&Co was proud to once again sponsor the annual @The JWE – The Jewish Woman Entrepreneur & Executive Conference.

This year’s conference, “Powered by Her,” brought together Jewish women entrepreneurs and executives for a day of connection, learning, and meaningful networking.

As part of the event, Roth partner @Rachel Stein, CPA hosted a VIP wellness-themed lunch for speakers, influencers, board members, and honored guests.

The lunch featured a fireside chat with two powerhouse founders: @Melissa Bernstein, co-founder of @Melissa & Doug and @Lifelines, LLC, and @Ruth Zukerman, co-founder of @SoulCycle Inc. and @Flywheel Sports.

Their conversation gave attendees the opportunity to hear directly from two accomplished leaders in the wellness space, with honest insights on leadership, resilience, entrepreneurship, and the lessons learned along the way.

Thank you @The JWE – The Jewish Woman Entrepreneur & Executive for creating such an inspiring forum, and to everyone who joined us for this special event.

@Haya Fishman, @Arielle Noah, @Stakt, @Gabby \(Lubin\) Lachance, Ed.M., @Crystal Weller
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2026-04-30

@Equinum Wealth Management did it again! We’re proud to rank among @[USA …read more

@Equinum Wealth Management did it again! We’re proud to rank among @USA TODAY and @Statista’s report of Best Financial Advisory Firms of 2026! Thank you to everyone whose trust, partnership, and hard work made this recognition possible.
 
Here’s to some of the talented people behind it all! @Zacharia Waxler, @Aron Pinson, CFA, @Jacob Halberstam, CFP® RICP®, @Sheldon L. Steuer, AWM, @Mendel Lerman, CPA, @Aimee Schwartz
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