James Moore & Co.

07/22/2026

"That's a next year problem." Sound familiar?

When it comes to refinancing, procrastination can cost you more than you think. In this clip from Your CPA's Take on Real Estate, Directors Daniel Roccanti and Kyle Paxton break down why waiting to address your refi options isn't just a delay, it's a risk to your property's financial health.

The market shifts. Your options don't stay open forever. If refinancing has been sitting on your "someday" list, this is your sign to move it up.

Watch the full clip below and let us know: what's kept you from revisiting your refinancing options?

To view the full episode go to: https://hubs.ly/Q04qcv_N0

07/21/2026

Back-to-school season is right around the corner, and our team spent some time this month getting ready for it in the best way: packing backpacks for local students with Partnership for Strong Families.

We sorted supplies, filled bags with folders, pencils, highlighters and more, and had a great time doing it together. Every backpack we packed is headed to a student who will start the school year with the tools they need to succeed.

Thank you to Partnership for Strong Families for the chance to be part of it. Getting involved in our community is one of our favorite parts of being based right here in Gainesville.

07/21/2026

HIPAA compliance doesn't have to start with expensive software or complicated processes.

The U.S. Department of Health and Human Services offers a free HIPAA Security Risk Assessment Tool that helps healthcare practices evaluate security risks, document their findings and prepare for compliance reviews.

In this short clip from The Profitable Practice, we explain why this resource is worth adding to your compliance toolkit.

Watch the video to see how one free tool can help strengthen your cybersecurity program and support your practice.

Check out the full episode of the Profitable Practice: https://hubs.ly/Q04pNw7v0

07/20/2026

We're headed to the 2026 Florida Council on Aging Conference, August 3-5 in Orlando, where we're serving as a sponsor and exhibitor. Stop by our booth to talk through the financial and operational challenges facing aging services organizations across Florida. Our team will be there with real answers, not sales pitches.

We're also glad to share that Corinne LaRoche, CPA, Partner and leader of our Nonprofit Services team, will be presenting "From Seat-Fillers to Strategic Partners: Building Boards That Advance Your Mission" on Tuesday, August 4. Corinne will walk through practical ways for aging services leaders to recruit, involve, and retain board members who act as true strategic partners, not just names on a roster.

If you're attending FCOA this year, come find us. We'd love to talk about how we support nonprofit and aging services organizations across Florida.

07/16/2026

How confident are you in your healthcare practice's cybersecurity?

Patient trust depends on keeping sensitive information secure, and regular HIPAA security risk assessments play an important role in protecting both your patients and your organization.

In the latest episode of The Profitable Practice, we explain why every healthcare practice is a target for cyber threats, what HIPAA requires regarding security risk assessments, how to identify weaknesses before they become costly breaches, and how a free HHS tool can help simplify the assessment process.

Tune in to learn practical steps that can help strengthen your security, support compliance and protect your practice.

Watch the latest episode: https://hubs.ly/Q04pNvT80

Why Every Practice Needs an IT Security Risk Assessment | Protect P...

07/16/2026

James Moore was proud to sponsor the UPHS Annual Nonprofit Management & Leadership Excellence Conference this week, connecting with nonprofit leaders from across the region focused on strengthening their organizations for the future.

Senior Manager Andrew Ferguson kicked things off by delivering the conference's welcome speech, setting the tone for a day full of insight and practical takeaways for nonprofit finance and leadership teams.

Thank you to United Partners for Human Services for the opportunity to be part of a great event. We're always glad to be in the room with the people doing the important work of serving Florida's communities.

07/15/2026

One of the biggest reasons people get into real estate for generational wealth comes down to a single tax concept: step-up in basis.

Kyle Paxton and Daniel Roccanti explain how strategies like the 1031 exchange let investors keep deferring taxes, then pass property to their kids with a stepped-up basis when they pass away, potentially eliminating that deferred tax altogether. It's a powerful tool, but how you structure the transfer makes all the difference.

Note: this discusses general tax concepts. Individual situations vary, so we'd recommend talking with an advisor before acting on this strategy.

Watch the full episode of Your CPA's Take on Real Estate: https://hubs.ly/Q04pFlX20

07/14/2026

If you have commercial real estate debt maturing in 2026, the best time to prepare isn't when your lender calls. It's now.

An estimated 17% of commercial real estate debt is scheduled to mature in 2026, and refinancing has become much tougher than it was just a few years ago. Higher interest rates, lower property values and stricter underwriting standards are changing the conversation for owners across office, multifamily, hospitality, retail and other asset classes.

In the latest episode of Your CPA's Take on Real Estate, Daniel Roccanti and Kyle Paxton explain what lenders are looking for today, the financing options available beyond a traditional refinance, and why beginning the process up to 18 months before loan maturity can put you in a much stronger position.

If refinancing is on your horizon, this episode offers practical guidance to help you prepare with confidence.

Watch the full episode today: https://hubs.ly/Q04pv60p0

07/14/2026

Not every great employee is meant to lead a team, and that's okay.

In this quick video from HR in a Minute, we break down a simple but powerful leadership test: are your future leaders fountains or drains? Fountains lift up everyone around them. Drains do the opposite, no matter how skilled they are individually.

Being an outstanding individual contributor is its own valuable skill set. But leading a team requires something different, and not everyone wants that role. The question for business owners and HR leaders is whether you're spotting the difference before you promote someone into it.

Watch the full episode to see how this simple test can change the way you think about your next leadership decision.

https://hubs.ly/Q04prGGt0

07/13/2026

When real estate investors hear "estate planning," they usually picture wills and trusts. Daniel Roccanti says that's only part of the picture.

For investors, estate planning also means deciding who controls the portfolio, who manages the debt, who handles tenant relationships, and how the family avoids forced sales or unexpected tax bills down the line. Skip these questions and your heirs could inherit more stress than wealth.

Watch the full episode of Your CPA's Take on Real Estate: https://hubs.ly/Q04n3tFj0