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Estate & Succession Planning

Estate transfer planning is an essential step for anyone with heirs or property they hope will be successfully inherited by the appropriate parties. Roth & Co.’s team takes a customized approach to this complex field, preparing your estate so that it passes onto further generations or heirs with the minimum possible loss.

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OUR TAKE

January 2, 2023

Video: Real Estate Right Now | Holders vs. Developers

Real Estate Right Now is a video series covering the latest real estate trends and opportunities and how you can make the most of them. This episode discusses the difference between holders and...
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E.C. Ortiz is now Roth&Co!

We are pleased to announce our merger with Roth&Co, a leading accounting and financial services firm with locations in New York, New Jersey and Israel.

Read the full statement by Ed Ortiz Explore the newly expanded Roth&Co