Roth&Co

Roth&Co Roth&Co is a top-150 U.S. accounting and advisory firm specializing in tax compliance, tax controversy, accounting services and advisory services.

Roth&Co was named by Accounting Today as a 2024 Regional Leader and Firm to Watch.

Roth&Co was proud to be a main sponsor of Axis Innovation, an international startup event bringing together founders, in...
05/19/2026

Roth&Co was proud to be a main sponsor of Axis Innovation, an international startup event bringing together founders, investors, corporations, and the people helping big ideas scale.

Tax Partner, Michael Wegh, and Tax Manager, Shoshana Alexander, were on the ground meeting Israeli startups with their sights set on the U.S. market, connecting with founders, venture capital professionals, and industry leaders from across the ecosystem.

Mendy also moderated a panel, “Scaling in the U.S.: Building a Strategic Investor Network,” featuring leading voices from the Israeli VC world and a practical conversation on what it really takes to get in front of the right investors.

It was a great day of conversations, connections, and momentum — and we’re always energized to be part of the VC ecosystem and help propel ambitious businesses forward.

Big conversations. Great connections. Packed rooms.Roth&Co was proud to once again be a featured sponsor of this year’s ...
05/15/2026

Big conversations. Great connections. Packed rooms.

Roth&Co was proud to once again be a featured sponsor of this year’s Yeshiva Summit, bringing together yeshiva leaders, school board members, and professionals from across the country for a full day of insight, strategy, and connection.

Our team was right in the middle of it — greeting attendees, meeting new faces, catching up with longtime friends, and joining the important conversations shaping today’s yeshiva landscape.

A special thank you to Yisroel Kilstein, CPA, who presented to school board members on “Serve with Confidence: What Every Yeshiva Board Member Needs to Know to Protect Themselves and Strengthen Their Yeshiva,” and to Shulem Rosenbaum, CPA/ABV, who addressed yeshiva leaders on “The Paper Trail Matters: Governance, Staffing and Compliance in Today’s Environment.”

From governance and compliance to leadership and growth, the Summit was a powerful reminder of how much care, thought, and responsibility goes into building and maintaining strong schools.

Thank you to everyone who stopped by, attended the sessions, and helped make the day such a success.

Agudah News

Celebrating the people who keep Roth&Co moving!Office brunches, YETI mugs, gift cards, and Starbucks were how we celebra...
05/07/2026

Celebrating the people who keep Roth&Co moving!

Office brunches, YETI mugs, gift cards, and Starbucks were how we celebrated Admin Day last week in our New York, New Jersey, and Chicago offices.

Because if you know, you know: our admin teams are the calm in the chaos and the people who somehow always know what needs to happen next.

Your patience, passion, and understanding keep our days moving, our teams supported, and our offices running smoothly.

Our people, our clients, and our firm as a whole are better because of you.

Thank you to our incredible admin teams for everything you do.

Paint, sip, snacks, repeat.Our Chicago office recently got together for a Paint & Sip night, and the results were… hones...
05/07/2026

Paint, sip, snacks, repeat.

Our Chicago office recently got together for a Paint & Sip night, and the results were… honestly pretty impressive.

Team members painted a moonlit pine-tree scene, enjoyed Asian appetizers, sangria, and wine, and got to spend the evening swapping spreadsheets for paintbrushes.

It was creative, relaxed, and just the right amount of “wait, mine actually looks good?”

A big thank-you to everyone who joined and helped make the evening so warm and fun. These are the moments that remind us how much personality, talent, and energy make up the Roth&Co team.

Grill House, Chicago Sip & Paint,

Roth&Co was proud to once again sponsor the annual The Jewish Woman Entrepreneur conference.This year’s conference, “Pow...
05/07/2026

Roth&Co was proud to once again sponsor the annual The Jewish Woman Entrepreneur conference.

This year’s conference, “Powered by Her,” brought together Jewish women entrepreneurs and executives for a day of connection, learning, and meaningful networking.

As part of the event, Roth partner Racheli Stein hosted a VIP wellness-themed lunch for speakers, influencers, board members, and honored guests.

The lunch featured a fireside chat with two powerhouse founders: Melissa Bernstein, co-founder of Melissa & Doug and Lifelines, and Ruth Zuckerman, co-founder of SoulCycle and Flywheel Sports.

Their conversation gave attendees the opportunity to hear directly from two accomplished leaders in the wellness space, with honest insights on leadership, resilience, entrepreneurship, and the lessons learned along the way.

Thank you The Jewish Woman Entrepreneur for creating such an inspiring forum, and to everyone who joined us for this special event.

From dust and blueprints to desks, skyline views, and a brand-new home for our Philippines team. After nearly a year of ...
05/07/2026

From dust and blueprints to desks, skyline views, and a brand-new home for our Philippines team. After nearly a year of construction, our new Roth&Co Philippines office is officially open!

Located on the 29th floor of the beautiful Altaire building in Makati City, the 1,050-square-meter space includes 150+ workspaces, 10 private offices, open collaboration areas, and incredible views of the city.

It’s hard to believe this started as an empty construction site. Now, it’s a bright, modern office built for growth, teamwork, and friendships.

We celebrated the grand opening with a ribbon-cutting ceremony, refreshments, and plenty of good energy.

Congratulations to our Philippines team on this exciting milestone. From the ground up — literally — this office is a beautiful reflection of how far we’ve come and where we’re headed next.

If you’d like to join the Roth&Co Philippines office, send your resume to [email protected].

Colliers

04/30/2026

Equinum Wealth Management did it again! We’re proud to rank among USA TODAY and Statista’s report of Best Financial Advisory Firms of 2026! Thank you to everyone whose trust, partnership, and hard work made this recognition possible.

One of the highlights of the year is our annual Leadership Retreat—a 3-day getaway for our partners and C-suite to focus...
04/29/2026

One of the highlights of the year is our annual Leadership Retreat—a 3-day getaway for our partners and C-suite to focus on big-picture thinking and enjoy spirited team bonding. This year, 30 attendees joined from Illinois, New York, New Jersey, Georgia, Florida, and North Carolina at the beautiful Acqualina Resort & Residences in Sunny Isles Beach for insightful workshops and seminars. An afternoon spent at Extreme Tennis Academy was an undeniable favorite and brought out everyone’s competitive side!

A special thank you to those who helped make the retreat a success:

Orly Seton, Julianne Cymrot, Stephen Alexander S., and Rob Miller for the unbeatable accommodations and event setup
CafèNoir for the top-notch cuisine
Street Kitchen and Hikari Miami for unbeatable dining experiences

Roth&Co has once again been named by Accounting Today as a Mid-Atlantic Regional Leader and "Firm to Watch"—an honor tha...
03/27/2026

Roth&Co has once again been named by Accounting Today as a Mid-Atlantic Regional Leader and "Firm to Watch"—an honor that speaks to the perseverance of our people and the commitment of our clients. A huge thank you to all those that continue to make it all possible.

Great connecting with the next generation of talent at Yeshiva University’s Mid-Size Accounting Firm Showcase! We enjoye...
03/19/2026

Great connecting with the next generation of talent at Yeshiva University’s Mid-Size Accounting Firm Showcase! We enjoyed presenting alongside Doron Haramati from Grant Thornton (US), Eitan Cillo and Sharon Tuchman from Forvis Mazars US, and Menachem Friederwitzer from Brand Sonnenschine. Noah Ohringer, Abraham Moses, and [YU alum!] Yehuda Kaminer met with motivated students, heard about their career goals, and shared how Roth&Co is building careers for the next generation of accounting professionals. Major props to Barbara Lerman and the YU team for putting together such a successful event!

If you’re a student exploring opportunities in accounting, let’s talk > [email protected].

03/18/2026

Last month we shared a glimpse into our 2026 State of the Firm at the TWA Hotel —an unforgettable gathering of our 300 team members.

Here are some of the special moments that captured the energy of the spectacular event.

Jeff Havens Speaking and Training, CJ Studios, Monsey Bus Charters

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+17182361600

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https://rothcocpa.com/trend/webinar-recap-before-you-buy-in-israel/

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