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Beyond Business
With your global business objectives top of mind, Roth&Co serves as a partner in your mission, partnering with your business and helping you navigate the complex challenges that face your unique industry. Our commitment to excellence and innovation ensures that you receive personalized strategies designed to achieve both short-term success and long-term financial security. As your trusted advisor, Roth&Co guides you in optimizing performance and driving sustainable growth.
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Insights
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BreakingNew Federal Scholarship Rules: Who Gets the Credit, Who Gets the Scholarship?
Treasury and the IRS released new federal scholarship tax-credit rules on October 1. The regulatory package provides details on donor credits, student eligibility, and requirements for scholarship-granting organizations. The package includes proposed rules and companion temporary regulations.
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How Manufacturers Finance the Next Big Order
A mid-sized manufacturer lands a $2 million order for network servers. The client wants delivery in 60 days. But the manufacturer needs $400,000 upfront for semiconductor components and it doesn’t have the cash. Without financing, the order, and the opportunity, will slip away. How does a commercial manufacturer or retailer maintain liquidity while growing sales and generating profit? The answer lies in a strong banking relationship. -
DOJ Names Home Health and Hospice Fraud a Priority as New Fraud Division Expands
In April of 2026, at the initiative of President Trump, the U.S. Department of Justice established the National Fraud Enforcement Division ("the Fraud Division") as a single-mission unit dedicated entirely to fighting fraud. The division scaled to approximately 500 attorneys and staff by late August, with continued -
Only Sloppy People Pay Estate Tax
With the federal exemption now permanently set at $15M per person / $30M per married couple, the federal estate tax is now a tax on carelessness; the sloppy ones are the people who still pay. They miss an election, mistitle an asset, own
