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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

April 28, 2022

Take Your Financial Statements to the Next Level

Spring is the time of year that calendar-year-end businesses issue financial statements and prepare tax returns. This year, take your financial data beyond compliance. Here’s how financial statements can be used to...
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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