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Grant Funding Uncertainties: Making Sense of Federal Grant Freezes and Executive Orders Under the New Administration

Grant Funding Uncertainties: Making Sense of Federal Grant Freezes and Executive Orders Under the New Administration

As the federal government continues to realign funding priorities, nonprofit organizations, government entities, and other entities receiving federal funds, such as healthcare, higher education, and other entities, must remain diligent in tracking changes to compliance requirements and funding restrictions. Executive orders issued in 2025 have resulted in notable shifts, particularly in funding eligibility, permissible activities, and reporting obligations.
Vasquez + Company Featured Service Brochures

Vasquez + Company Featured Service Brochures

Explore Vasquez + Company LLP's comprehensive services brochures that include services tailored to address your specific needs.
Nonprofit Finance and Accounting Outsourcing (FAO)

Nonprofit Finance and Accounting Outsourcing (FAO)

Learn about Vasquez Finance and Accounting Outsourcing (FAO) services and how we bring value to our clients. We enable nonprofit organizations to scale finance and accounting resources as needed instead of hiring, training, and paying salaries and benefits of full-time employees.
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Personal Theft Loss Deductions: New Rules Make Tax Relief More Accessible

Personal Theft Loss Deductions: New Rules Make Tax Relief More Accessible

Claiming a federal tax deduction for personal theft losses has long been challenging, with strict requirements limiting eligibility. Recent legislative changes are expanding access to these write-offs, but navigating the complex rules, calculations, and disaster declaration requirements still demands careful attention to maximize your potential tax benefits.
How to Maximize Your Gift Tax Exclusion with a Crummey Trust

How to Maximize Your Gift Tax Exclusion with a Crummey Trust

Want to transfer wealth to your family while minimizing estate taxes? A Crummey trust offers a smart solution by combining the tax advantages of annual exclusion gifts with the control and long-term planning benefits of a trust structure. Learn how this estate planning tool works.
Market Turbulence and Business Valuations: Understanding Discount Implications

Market Turbulence and Business Valuations: Understanding Discount Implications

Recent market volatility driven by tariff concerns, inflation, and monetary policy shifts is directly impacting business valuation discounts. Higher uncertainty typically translates to increased discounts for lack of marketability, but this presents strategic opportunities for wealth transfer and tax planning. Understanding these dynamics is essential.
Why Proper Documentation of Hardship Distributions and Plan Loans Is Critical for Plan Compliance

Why Proper Documentation of Hardship Distributions and Plan Loans Is Critical for Plan Compliance

The IRS requires plan administrators to maintain thorough documentation of hardship distributions and plan loans, or risk plan disqualification. Electronic self-certification isn't enough. Learn what records you must keep, common compliance pitfalls to avoid, and how to protect your retirement plan from costly qualification failures.
Is It Time to Re-Evaluate Your Vendor Contracts?

Is It Time to Re-Evaluate Your Vendor Contracts?

Loyalty to vendors is admirable, but complacency can be costly—especially when fiduciary duty is on the line. Regular rebidding ensures competitive pricing, superior service standards, and access to innovative capabilities. Discover why periodic vendor evaluation protects your company and your employees' interests.
A Little-Known Strategy to Cover Retiree Medical Costs Without Tax Penalties

A Little-Known Strategy to Cover Retiree Medical Costs Without Tax Penalties

Small business owners with defined benefit pension plans face a challenge: rising medical expenses in retirement that offer limited tax benefits. A 401(h) plan offers a solution by allowing tax-free distributions for qualified medical expenses, maximizing the tax efficiency of retirement savings.
Why Your Nonprofit Should Consider Dependent Care FSAs as Part of Your Benefits Package

Why Your Nonprofit Should Consider Dependent Care FSAs as Part of Your Benefits Package

Dependent care FSAs can help nonprofits attract and retain employees while reducing payroll taxes for both the organization and staff. With childcare costs rising faster than inflation, these accounts allow employees to use pretax dollars for qualifying care expenses, but require careful planning and compliance.
What Does “Fiduciary” Really Mean for Your Nonprofit Board?

What Does “Fiduciary” Really Mean for Your Nonprofit Board?

The term "fiduciary" is frequently used in nonprofit governance, but many board members don't fully understand what it means. Board members have three primary fiduciary duties: care, loyalty, and obedience. Understanding these obligations is essential to protecting your organization and maintaining tax-exempt status.
Why Nonprofits Should Embrace Pay Transparency Now

Why Nonprofits Should Embrace Pay Transparency Now

Pay transparency is becoming essential for nonprofits as new laws emerge across states and municipalities. Learn how implementing transparent compensation practices can help your organization attract talent, ensure fairness, and maintain stakeholder trust in an evolving regulatory landscape.
Key Financial Ratios Every Nonprofit Leader Should Monitor

Key Financial Ratios Every Nonprofit Leader Should Monitor

Monitoring the right financial ratios can help nonprofit leaders identify overspending, improve cash flow management, and detect potential fraud before it's too late. Learn which four critical metrics your organization should track regularly.
A smart gifting strategy: why the annual gift tax exclusion matters more than you think

A smart gifting strategy: why the annual gift tax exclusion matters more than you think

When we talk about gifting as part of a tax strategy, many people assume it's something only the ultra-wealthy need to worry about. But gifting is actually one of the simplest and most powerful financial planning tools available - and a thoughtful gifting strategy can make a meaningful difference for your family, both now and in the long run.
Your 2026 tax season survival guide

Your 2026 tax season survival guide

For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn't have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.
1099 season is here: what employers need to know

1099 season is here: what employers need to know

Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can help you stay on track and avoid costly IRS penalties.
Building a financial foundation for your child: strategic moves for parents

Building a financial foundation for your child: strategic moves for parents

For many parents, providing financial security for their children is a top priority. But building that security involves more than funding college or opening a savings account. The real goal isn't just to transfer wealth - it's to prepare the next generation to manage, grow, and protect it.
New IRS guidance offers tax break for lenders in agricultural lending market

New IRS guidance offers tax break for lenders in agricultural lending market

A new IRS provision allows certain lenders to exclude 25% of interest income from loans secured by agricultural property, potentially saving thousands in taxes annually. The temporary guidance under Section 139L applies immediately to qualifying loans secured by farmland, livestock operations, and aquaculture facilities.
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