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2025-10-28

Forget piggy banks – saving just got a makeover. Thanks to a new federal initiative, every child born between 2025 …read more

Forget piggy banks – saving just got a makeover.

Thanks to a new federal initiative, every child born between 2025 and 2028 will receive a $1000 ‘Trump Account’ to kickstart a future nest egg, plus the option for parents and employers to contribute tax-efficiently. It’s a bold move toward financial empowerment, but it also adds complexity to an already crowded savings landscape.

Read the full article for what it means – and how Roth&Co can help you navigate it. https://lnkd.in/e4-v8ye2

@Equinum Wealth Management , @Aron Pinson, CFA, @Jacob Halberstam, CFP® RICP®, @Howard Marks, @CFA Institute
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2025-10-01 · Edited

⚠️ Heads up – as of today, September 30, 2025, President Trump's Executive Order 14247 goes live. Going forward, most …read more

⚠️ Heads up – as of today, September 30, 2025, President Trump's Executive Order 14247 goes live.

Going forward, most federal payments will be processed electronically via:

-Direct deposit
-Prepaid debit cards
-Other digital methods

💸 Paper refund checks are no more.

Why? The move aims to reduce costs, loss, theft, fraud, and check alteration.

⚠️ If you rely on mailed checks, now’s the time to update your banking information to ensure seamless access to your funds.

💬 How are you preparing for this shift to digital payments? Share your thoughts or tips below!

{hashtag|\#|TaxSeason} {hashtag|\#|Finance} {hashtag|\#|DigitalPayments} {hashtag|\#|IRS}
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2025-09-03

Trump is pushing to privatize housing giants Fannie Mae & Freddie Mac — a move that could reshape the U.S. real estate …read more

Trump is pushing to privatize housing giants Fannie Mae & Freddie Mac — a move that could reshape the U.S. real estate market. From mortgage rates to lending standards, the ripple effects could be huge for lenders, borrowers, and the broader economy.

Read the full breakdown on our website: https://lnkd.in/eSVKe\_QK

@Tzvi Koegel, @Ben Spielman, CPA, @Mendy Spielman, @Ira Zlotowitz, @Priscilla Almodovar, @Kelly Follain, @Vishal Garg, @Chris Hurn
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2025-10-23 · Edited

Unlock the power—and the risks—of private equity side letters. Side letters enable fund managers to accommodate unique …read more

Unlock the power—and the risks—of private equity side letters.

Side letters enable fund managers to accommodate unique investor needs—think tax, regulatory, or operational nuances—without altering core governance documents. But they also bring legal complexity, governance challenges, and regulatory scrutiny that can’t be ignored.

At Roth&Co, we guide private fund managers through the fine print so you can strike the balance between flexibility and fairness.

\>\> Dive deeper into how side letters are shaping private equity—and what it means for fund governance https://lnkd.in/eguYND9Y

@Michael Wegh, @Liza Smirnitskaya, @Dov Seidman
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2025-09-30

We wished our team a sweet new year with honey cake minis by the amazing Siegelman's! The feedback was fantastic! …read more

We wished our team a sweet new year with honey cake minis by the amazing Siegelman's! The feedback was fantastic! Here's to a sweet new year indeed 😊
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2025-09-03

When tariffs jump overnight, your margins don’t have to take the hit. Companies are getting creative with transfer …read more

When tariffs jump overnight, your margins don’t have to take the hit.

Companies are getting creative with transfer pricing strategies to navigate rising duties—without blowing up their supply chains.

From splitting out service costs to setting up U.S. subsidiaries, it’s all about aligning where the real work \(and value\) happens.

If tariffs have turned your sourcing strategy into a nightmare, this read might spark a new approach: https://lnkd.in/eKzGtEwR

@Chaya Siegfried, CPA, MST, @U.S. Chamber of Commerce, @Tom Fairless, @Kimberly Clausing
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2025-10-22

Spreadsheets are out. Real-time cloud data is in. Here’s how the future of bookkeeping is being reinvented. Learn …read more

Spreadsheets are out. Real-time cloud data is in.

Here’s how the future of bookkeeping is being reinvented.

Learn more here: https://lnkd.in/eYhCU5i4

@Wendy Barlin CPA
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2025-09-08

From Elon Musk’s market-moving tweets, to Donald Trump’s brand whiplash, to Walt Disney’s enduring legacy—some founders …read more

From Elon Musk’s market-moving tweets, to Donald Trump’s brand whiplash, to Walt Disney’s enduring legacy—some founders \*are\* their companies. But that’s a risky game.

Our latest piece explores the double-edged sword of personality-driven empires—and what happens when the person behind the brand becomes the liability.

Musk. Trump. Jobs. Bezos. The lesson?
Build a business that can survive without you.

\>\> Read the full article here: https://lnkd.in/e8px4WJt

@Shulem Rosenbaum, CPA/ABV, @Scott Galloway, @Dorie Clark, @Tzvi Koegel
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2025-09-02

Donors, Deductions & Dollars: How Will the One Big Beautiful Bill Act Reshape Nonprofits? SGO credits stole the …read more

Donors, Deductions & Dollars: How Will the One Big Beautiful Bill Act Reshape Nonprofits?

SGO credits stole the spotlight, but OBBA quietly rewrote the rules for nonprofit fundraising. Expanded 529s, new donor minimums, deduction caps—more changes hiding in the fine print.

✅ Some orgs come out ahead.
⚠️ Others face new challenges and donor shifts.

Here’s what’s actually changed—and what your nonprofit should be looking out for: https://lnkd.in/e-5geXC7

@Yisroel Kilstein, CPA, @Binyomin Goldstein, CPA, @Naftali M. Miller, @Agudath Israel of America, @Chasdei Lev, @Avi Schnall, @Sammy Esses, @UCEF, @Cindy Fornelli, @Michael Wyland
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2025-10-20 · Edited

This Thursday – SMS + NYSED Training on the Administrative Review Process @[School Management …read more

This Thursday – SMS + NYSED Training on the Administrative Review Process

@School Management Solutions and the @New York State Education Department Child Nutrition office are co-hosting a whole afternoon of administrative review training at our Brooklyn office on Thursday, October 23rd.

Registration is required to attend – secure your spot now.

\>\> Registration link in comments\<\<

@Chaya Perlstein, @Zacharia Waxler, @Israel Lowinger, CPA, @Yisroel Kilstein, CPA, @Yehoshua Pinkus
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2025-09-05

What Happens When Sports, Family Fun, and Community Impact Collide? This. Over 200 players took the field and more …read more

What Happens When Sports, Family Fun, and Community Impact Collide? This.

Over 200 players took the field and more than 1,200 people came out to enjoy what’s become one of Chicago’s biggest community events.

The day featured competitive softball games alongside a full-on family festival with inflatables, Rita’s, a petting zoo, playground, face painting station, and more. The 'Roth' Recovery Tent with IV infusions and smoothies was a home run!

Always proud to support @Upward Community’s mission of empowering Chicago’s youth, and can’t wait for next year!

@Aaron \(Ari\) Galster, CPA, @Avery Amster, @Oron Domsky, @Mordy Siegal, @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, @David Hartman, @Mike Donovan, @Moshe Isenberg, @David Hagage, @Efrayim Prero, @Sam Feiler, @Chaim Finkelstein, @Mordy Greenland, @Raphael Rand
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2025-08-28

Sailing into the sunset on Lake Michigan! We came together for a dinner cruise to celebrate our Chicago team's hard …read more

Sailing into the sunset on Lake Michigan!

We came together for a dinner cruise to celebrate our Chicago team's hard work – including an especially successful \(and busy!\) season for our Audit department.

With great food, drinks, music, and a breathtaking skyline sunset, it was the perfect way to unwind and recharge.

A huge shout-out to the organizers who made this memorable evening possible. @Elda Arriola, @John Karlo Reazo, @Margaret Saldana, @Hornblower Group. @City Cruises,

{hashtag|\#|TeamCelebration} {hashtag|\#|LakeMichigan} {hashtag|\#|ChicagoTeam} {hashtag|\#|Roth}&Co
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