Roth&CoFinancial Services • 7K followers
Explore Roth on LinkedIn
2026-02-18

A ‘thank you’ will never be enough to truly recognize the work that each of our team members do each and every day. And …read more

A ‘thank you’ will never be enough to truly recognize the work that each of our team members do each and every day. And so the least we can do is make our ‘thank you’ super fun and different!
 
This year, as a winter gift to our one-of-a-kind team, we gave each of our 300 team members an exclusive shopping experience by launching the Roth Winter Shop – a branded online apparel shop for high-end winter gear. Each team member got to order 3 items from the shop for a total of…zero dollars. 
 
Of course we got creative with the packaging too! Employees picked up their custom crafted boxes with their orders inside, alongside a fresh station of hot cinnamon buns and seasonal cocoa. 
 
Thank you to all of our collaborators that made these winter gifts and seasonal office decor possible!
show less
2026-01-19

Is multifamily a solution—or a pressure valve? Rising housing costs and constrained homeownership are accelerating a …read more

Is multifamily a solution—or a pressure valve?

Rising housing costs and constrained homeownership are accelerating a structural shift toward rental housing. At the same time, multifamily starts are pulling back—reshaping risk, returns, and development strategy.

In our report authored by @Hershy Donath and @Ben Spielman, CPA, we'll examine what this means for investors and operators in the year ahead—and ask the real question:

Is multifamily a durable structural response to housing demand, or a cyclical detour?

Read the report: https://bit.ly/3LnozI9

Nicole Friedman, @National Association of Home Builders, @Harvard Joint Center for Housing Studies, @Grant Montgomery, @Sarupya Ganguly, @Vanessa Brown Calder, @Zachary Phillips, @Natalie Campisi, @Robbie Sequeira, @Consumer Federation of America, @Rod Bolivar, @John R. Triplett
show less
2026-01-05

The One Big Beautiful Bill introduced a new federal tax credit for SGO contributions supporting private education. …read more

The One Big Beautiful Bill introduced a new federal tax credit for SGO contributions supporting private education. Treasury has begun writing the rules.

Notice 2025-70 answers some open questions—and poses others—particularly around state oversight, spending requirements, and multi-state organizations.

We break down Treasury’s framework, Roth&Co’s comments, and the issues that may determine how accessible the credit ultimately becomes: https://lnkd.in/ess9pJFS

@Yisroel Kilstein, CPA, @A.D. Motzen, @Avi Schnall, @Torah Umesorah, @Zvi Bloom, @Orthodox Union, @Teach Coalition
show less
2026-02-17 · Edited

We are proud to co-host the “Before You Buy in Israel” webinar together with @ARNON , …read more

We are proud to co-host the “Before You Buy in Israel” webinar together with @ARNON , geared towards U.S. investors and buyers of Israeli real estate. Roth&Co’s international tax partner and expert @Chaya Siegfried, CPA, MST will be joined by @Boaz Feinberg, Leading Partner at Arnon – one of Israel’s top legal practices. Together they’ll cover practical Israeli tax, legal and structuring considerations for personal, rental, fund, and development investments.
 
Join us on Tuesday, February 24th at 12pm EST/7pm IST.
 
Click to register \> https://lnkd.in/eeEV7Crb
 
@Michael Eisenstein, @Debbie Kandel, ArutzSheva, @Israel Now News \| Breaking Israel News, Meira Kay, Israel Live News
show less
2026-01-16 · Edited

Each year our entire firm gets together for our annual State of the Firm event, and this year’s took our breath away. …read more

Each year our entire firm gets together for our annual State of the Firm event, and this year’s took our breath away. The event was spectacular, with 250 team members joined together at our iconic venue – the @TWA Hotel – and another 65 tuning in from the Philippines, Israel, and across the globe.
 
We got creative with our format this year, featuring raw panel conversations with our department heads and our C-Suite, moderated by our managing partner @Zacharia Waxler. We brought on the uber-talented @Jeff Havens to share his unique business perspective disguised in his clever whit, and he did not disappoint.
 
2027, we certainly don't know how you're going to top this one.
 
Huge thank you to all those who made this event as breathtaking as it was:

@Abraham Roth, @Shulem Rosenbaum, CPA/ABV, @Moshe Schupper, CPA, @Rachel Stein, CPA, @Moshe \(Marc\) Gelbtuch, CPA, CFF, @Aron Pinson, CFA, @Michael Waldner, @Melisa Cook, PCC, SPHR, SHRM-SCP, ELI-MP, @Chaya Abowitz \(Salamon\), @Mark Freudenthal, CPA, @Lou Moran, @Alice Lerman, @Zehava \(Schuman\) Reischer, CPA, @Donna Buttice, @Rotem Harari
show less
2025-12-31

He did it all by the book—and was arrested in handcuffs. Registering a high-value vehicle to a Montana LLC is legal in …read more

He did it all by the book—and was arrested in handcuffs.

Registering a high-value vehicle to a Montana LLC is legal in some cases. But when that vehicle is actually used, stored, or garaged elsewhere, the tax follows the facts—not the paperwork. States are ramping up enforcement, sharing data, and treating some cases as criminal, not civil.

Our latest article breaks down how the Montana license plate strategy works, where it crosses the line, and why a high-profile Tennessee case just changed the risk calculus for everyone using it: https://lnkd.in/eBxzV6zc

@Ahron Golding
show less
2026-01-27 · Edited

We are pleased to announce the promotion of three exemplary team members into our partnership: @[Joshua …read more

We are pleased to announce the promotion of three exemplary team members into our partnership: @Joshua Bondy, CPA, @Yanky Goldenberg, CPA, and @Yisroel Kilstein, CPA.
 
@Joshua Bondy, CPA joined Roth&Co in 2015 and has become a trusted advisor to high-net-worth clients and nursing home sectors. Known for his sharp attention to detail and thoughtful approach, Josh designs sophisticated tax strategies that help clients achieve their goals while expanding our firm’s reach and impact in these industries.
 
@Yanky Goldenberg, CPA joined Roth&Co in 2017 and combines deep technical expertise in tax planning with a genuine passion for helping clients succeed. He has become a valued resource to real estate organizations, guiding them through complex tax matters with precision, care, and sound judgment.

@Yisroel Kilstein, CPA has been a part of the firm since 2016 and brings specialized expertise in guiding not-for-profit organizations through complex compliance and reporting requirements. He is a trusted advisor to charities, schools, and religious institutions, and is known for his thoughtful leadership and steady guidance which enable organizations to thrive.

We warmly congratulate Joshua, Yanky, and Yisroel on this well-deserved achievement and look forward to continued growth, innovation, and shared success in Roth&Co in 2026 and beyond.
show less
2026-01-08

That “routine” wire to a foreign investor? It may come with a tax bill you never saw coming. U.S. withholding rules …read more

That “routine” wire to a foreign investor? It may come with a tax bill you never saw coming.

U.S. withholding rules make the payer fully liable when taxes aren’t withheld on payments to foreign persons—distributions, interest, rent, services, even vendor payments. Miss it, and the IRS doesn’t care that the income wasn’t yours or that the mistake was unintentional.

Our latest article breaks down when withholding applies, why partnerships are especially exposed, and how ordinary transactions can turn into six-figure IRS liabilities if handled incorrectly: https://lnkd.in/e\_xuRu7B

@Chaya Siegfried, CPA, MST
show less
2025-12-31

Full caseloads don’t guarantee a healthy ABA practice. Many ABA owners are busy, growing, and clinically strong—yet …read more


Full caseloads don’t guarantee a healthy ABA practice.

Many ABA owners are busy, growing, and clinically strong—yet still struggling with payroll stress, audits, turnover, or cash flow gaps. Good clinical work is table stakes. What actually determines whether an ABA practice holds together comes down to four things: people, compliance, money, and growth discipline.

Our latest piece breaks down where ABA practices most often fall short—and how stronger operators build systems that actually scale: https://lnkd.in/e4d-bxUA

@Wendy Barlin CPA, @David Schatzkamer, @Charlene Kurth, @Office Puzzle
show less
2026-01-23 · Edited

We were honored to sponsor Axis Innovation's Annual Gateway to Growth event last week, alongside @[Fox …read more

We were honored to sponsor Axis Innovation's Annual Gateway to Growth event last week, alongside @Fox Rothschild. Gateway to Growth is an exclusive event which connects Israel’s top startups with senior executives and decision-makers from Fortune 500 companies, global corporations, and investors. International Tax Partner @Chaya Siegfried, CPA, MST was featured on a panel moderated by Axis CEO @Ed Frank, where she addressed cross-border tech investing in a changing global tax environment.

@Jason Weiss, @Michael Wegh, @Rachel Stein, CPA, @Liza Smirnitskaya, @Zehava \(Schuman\) Reischer, CPA
show less
2026-01-07

We are excited to sponsor @Axis Innovation’s Annual Gateway to Growth event alongside …read more

We are excited to sponsor @Axis Innovation’s Annual Gateway to Growth event alongside @Fox Rothschild in NYC on January 14th!
 
Gateway to Growth is an exclusive event which connects Israel’s top startups with senior executives and decision-makers from Fortune 500 companies, global corporates, and investors. Our partner and international tax expert @Chaya Siegfried, CPA, MST will be featured on a panel moderated by Axis CEO @Ed Frank, where she’ll talk about cross-border tech investing in a changing global tax environment.
 
Looking forward to seeing you there @Talia Reynolds, @Eric Laufer, @Jason Weiss, \@Matt Kittay, Michael Sweet, @Odelia Pollak, @Robin Wood Sailer at @Helena Capital, @Zachary Treuhaft at @VML, and @Erez A.
 
@Michael Wegh, @Zehava \(Schuman\) Reischer, CPA, @Liza Smirnitskaya
show less
2025-12-31

Empty office buildings are being repurposed at scale. As remote and hybrid work reduce demand for traditional office …read more

Empty office buildings are being repurposed at scale.

As remote and hybrid work reduce demand for traditional office space, developers and cities are pushing office-to-residential and mixed-use conversions to absorb surplus inventory and address housing shortages. The pipeline is growing fast, supported by meaningful incentives and policy support—but feasibility still depends on building geometry, capital, and local execution.

Our latest article examines where conversions work, where they break, and why office-to-residential may shape the next urban real estate cycle: https://lnkd.in/ezUfjXCx

@Zev Adler, @Aron Robinson, @Joseph M Friedman, @Jacob Friedman, CPA, @Jacob Slone
show less