Roth&Co

Roth&Co warmly welcomes Wendy Barlin CPA, - director of our Client Accounting Services. As director of CAS, Wendy will head outsourced bookkeeping, payroll management, financial reporting, tax compliance, CFO services and advisory services. We are excited for our enhanced suite of services to continue propelling us forward towards our global vision of serving as a full-service network of innovative business solutions. Featured in Forbes, CBS and Fox, Wendy is a celebrated author with 25+ years of tax and accounting experience. Wendy has played a pivotal role in helping firm owners across the US optimize their systems and increase profitability, and we look forward to the added value that her induction will provide to our clients. Moshe (Marc) Gelbtuch, CPA, CFF, Zacharia Waxler, Chaya Abowitz (Salamon), Alan Botwinick, Heshy Katz, Moshe Schupper, CPA, Penina Haikins, Ben Spielman, CPA, Morris (Moishy) Seidenfeld, CPA, Rachel Stein, CPA, Aaron Donnelly, Aaron (Ari) Galster, CPA, Shulem Rosenbaum, CPA/ABV, Hershy Donath, Michael Wegh, Epifanio Sadural III, CPA,CGMA, Elda Arriola

People tend to focus on information that supports what they already believe – and that compromises objectivity and fair decision-making. Be a smart investor – look at the facts, define your financial goals, and leave your biases at home. Click the link in comments to read more>> Jacob Halberstam, CFP®, Zacharia Waxler, Sheldon Steuer, Aron Pinson, CFA

IRS Taxpayer Advocates score all-time low. Communicating with the IRS can be frustrating, and while calling the Taxpayer Advocate Service used to offer relief, it’s now often plagued by long wait times, dropped calls, or no response at all. Click the link in the comments to read more >> Shulem Rosenbaum, CPA/ABV, Roth&Co, Moshe (Marc) Gelbtuch, CPA, CFF, Rachel Stein, CPA, Eric Green, Stuart Schabes, Megan L. Brackney, E. Martin Davidoff

Thinking of structuring your business as a partnership or LLC? For many businesses and investments, structuring as partnerships or LLCs is the go-to choice and offers sweet federal income tax advantages. But the trade-off is that these structures come along with specific, and sometimes complex, federal income tax rules. A formal agreement may help deflect potential tax headaches. Click the link in the comments to read more >>> Roth&Co, Rachel Stein, CPA, Ben Spielman, CPA, and Zacharia Waxler

How to accurately value your business? A comprehensive valuation analysis goes beyond mere numbers on your financial statements. Valuators will look at alternative indicators of value to get to the bottom line – and you’ll be surprised at just how obvious they can be. Click in comments to read more >> Melanie Wiener, Allen Margulis, Brian (Baruch) Y. Greenwald, Y. David Scharf, Gary Botwinick, Shlomo Kanner, Michael Korsinsky, Joseph Gerstel, Jeffrey W. Berkman, Michael S. Arlein, Paul Ghougasian, Emina Poricanin, Mark Bini, Avi Sinensky, Kristina Giyaur, Esq. and Avi Lew

Proud to partake in the critical work that supports the communities of Illinois. #IMLAnnualConference2024

It really was a great experience at the #IMLAnnualConference2024! It's an honor to be part of such an impactful event which united everyone under the single focus of improving the communities of Illinois. Here's to revolutionary changes ahead! Illinois Municipal League, Brad Cole, Marty Green, John Coultas, Daniel Newton, Village of Skokie, Village of Lincolnwood Aaron (Ari) Galster, CPA Aaron Donnelly, Syndelle Manuel, CPA, and Rick Reinbold

Congratulations Health Care Council of Illinois on your merger with Illinois Health Care Association Roth&Co stands proud in support of a community-focused organization that is as ambitious and goal-driven as HCCI, and we're eager to see all that's in store for the industry because of this exciting partnership. Proud to play a role in your inspiring journey. Here's to your continued growth together. Matt Pickering, Ron Nunziato, Randi Schlossberg-Schullo, Yehiel M. Kalish, Kevin Heffernan, Lindsey Hess, JB Meier, Yosef Meystel, Nate Harris, Daniel Weiss, Chaim Rajchenbach, Mark (Moshe) Berger, and Thomas Annarella

*New Episode of Real Estate Right Now* Presenting episode #14 of Real Estate Right Now, a video series in collaboration with GFI Realty Services, LLC, featuring our real estate experts Ben Spielman, CPA and Alan Botwinick, CPA. In this episode, we talk about the benefits of investing in a Self-Directed IRA, or SDIRA. Watch below or read an in-depth review here. > https://lnkd.in/ea3CHjNR #realestaterightnow Allan Szlafrok, MBA, Yehoshua Shamel, Zachary Fuchs Joseph Landau, Michael Weiser, GFI Capital Resources Group, Inc., The Real Deal, Kevin Tague, Violet Sigalit Levi, eCore Summit, Abraham Roth, Zacharia Waxler, Hershy Donath, Moshe Schupper, CPA, Moshe (Marc) Gelbtuch, CPA, CFF, Rachel Stein, CPA, Morris (Moishy) Seidenfeld, CPA, Heshy Katz, Chaya Abowitz (Salamon) , Shulem Rosenbaum, CPA/ABV, Michael Wegh, Aaron (Ari) Galster, CPA, Epifanio Sadural III, CPA,CGMA Elda Arriola, Aaron Donnelly, Steven Vegh, Leonard Berkowitz, Christopher Urso, Aron Robinson, Seth R. Levine