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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

August 2, 2021

Nonprofit Fundraising: From Ad Hoc to Ongoing

When not-for-profits first start up, fundraising can be an ad hoc process, with intense campaigns followed by fallow periods. As organizations grow and acquire staff and support, they generally decide that fundraising...
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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