Insights

Featured Insights

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.
No results found.

All Insights

Why AI Will Never Replace the Strategic Advisor

Why AI Will Never Replace the Strategic Advisor

As AI is transforming finance, the role of the strategic advisor is becoming even more important in guiding business decisions.
7 Common IRA Mistakes You Could Be Making Right Now

7 Common IRA Mistakes You Could Be Making Right Now

An IRA is one of the most powerful tools for building retirement security, but common missteps can be costly. From choosing the wrong account type to overlooking beneficiary designations and transfer rules, many people unknowingly reduce their savings potential. Learn how to avoid these seven mistakes and make the most of your IRA.
How Adjusting Your Tax Withholding Can Help You Avoid an Unexpected Bill from the IRS

How Adjusting Your Tax Withholding Can Help You Avoid an Unexpected Bill from the IRS

Discovering you owe the IRS money after filing your federal tax return can be stressful, especially when the amount is significant. Fortunately, proactively reviewing and adjusting your withholding can help you avoid that unwelcome surprise. Learn what triggers a withholding review, how to use the IRS calculator, and how to make changes.
Why Reviewing Your Beneficiary Designations Is One of the Most Important Steps in Estate Planning

Why Reviewing Your Beneficiary Designations Is One of the Most Important Steps in Estate Planning

Your will or living trust may not be enough to ensure your assets reach the right people. For many, beneficiary designations control the distribution of retirement accounts, life insurance, and other key financial assets. Learn why keeping these designations current is one of the most critical steps you can take in estate planning.
Why Business Owners Should Get a Valuation to Support Their Estate Planning Goals

Why Business Owners Should Get a Valuation to Support Their Estate Planning Goals

If you own a closely held business, it needs to be a central part of your estate plan. Knowing what your business is worth can help you make smarter gifting decisions, take advantage of current tax exemptions, and transfer more wealth to the people you care about. Here is what you need to know.
Vasquez + Company LLP Named an INSIDE Public Accounting Top 300 Firm for the Second Consecutive Year

Vasquez + Company LLP Named an INSIDE Public Accounting Top 300 Firm for the Second Consecutive Year

Vasquez + Company LLP has been named to the INSIDE Public Accounting Top 300 Firms list for 2026, marking the second consecutive year the firm has earned national recognition. The ranking reflects the firm's continued growth, expanding service capabilities, and the combined contributions of its U.S. offices and The Vasquez Advantage in the Philippines.
Vasquez + Company LLP Receives the 2026 CalCPA Award for Community Impact

Vasquez + Company LLP Receives the 2026 CalCPA Award for Community Impact

Vasquez + Company LLP has been named the 2026 CalCPA Award for Community Impact recipient, honoring the firm’s longstanding commitment to service, inclusion, and community engagement. From professional education programs to outreach through The Vasquez Advantage, the firm’s culture of giving back continues to create meaningful, lasting change.
When Veterans Become Targets: What Business Owners Need to Know About Military Fraud

When Veterans Become Targets: What Business Owners Need to Know About Military Fraud

Veterans own more than 1.6 million businesses and make up over 5% of U.S. business owners, yet a recent AARP survey found that 27% of veterans and active-duty service members have lost money to fraud. Whether you are a veteran or employ one, understanding these threats is a critical business concern.
Opportunity Zones 2.0: What the 2026 Deadline Means for You

Opportunity Zones 2.0: What the 2026 Deadline Means for You

The Opportunity Zones 2026 deadline is near, and OZ 2.0 is now permanent. Work with advisors to plan your deferred gain and weigh your options.
IRS Steps Up Conservation Easement Scrutiny While Offering New Settlement Relief

IRS Steps Up Conservation Easement Scrutiny While Offering New Settlement Relief

The IRS has renewed its focus on conservation easements, rolling out updated guidance on abusive transactions and a new settlement initiative for disputed partnership cases. With strict deadlines, significant penalties, and limited eligibility, affected taxpayers need to act quickly and carefully. Here is what you need to know.
Hobby Loss Deductions on Your Tax Return: What You Need to Know Before the IRS Comes Knocking

Hobby Loss Deductions on Your Tax Return: What You Need to Know Before the IRS Comes Knocking

The IRS draws a sharp line between a hobby and a business, and the consequences for taxpayers on the wrong side of that line have never been steeper. Learn what the current rules mean for your money-losing sideline activity, how safe-harbor provisions may apply, and what steps you can take to demonstrate a legitimate profit motive.
Section 530A “Trump Accounts” Are Now Open – What the New IRS Guidance Means for Your Gifting Strategy

Section 530A “Trump Accounts” Are Now Open – What the New IRS Guidance Means for Your Gifting Strategy

Section 530A accounts, nicknamed "Trump accounts," officially opened for contributions on July 4, 2026. New IRS guidance offers a safe harbor that may eliminate the need to file a gift tax return when contributing -- but only if specific conditions are met. Here's what families and their advisors need to know.
What Your Cash Flow Statement Is Really Telling You

What Your Cash Flow Statement Is Really Telling You

A cash flow statement is one of the most powerful tools in your financial toolkit, yet many business owners overlook what it can reveal. From identifying cash crunches before they happen to building credibility with lenders, understanding your cash flow can be the difference between a thriving business and a struggling one.
The Self-Employed Roth IRA: Why You Might Qualify (and Why It Matters)

The Self-Employed Roth IRA: Why You Might Qualify (and Why It Matters)

Think a Roth IRA is out of reach because you're self-employed and earn too much? Think again. This article explores two common misconceptions that may be keeping self-employed individuals from one of the most powerful tax-free retirement savings tools available, and why contributing to both a Roth IRA and a deductible retirement plan may be the smartest move you can make.
Does Your Nonprofit Have the Right Insurance Coverage?

Does Your Nonprofit Have the Right Insurance Coverage?

Nonprofit organizations face a wide range of risks that could threaten their mission and financial stability. From general liability and workers' compensation to cyber insurance and directors and officers coverage, understanding which policies your organization truly needs requires careful planning and a clear-eyed look at your actual exposures.
No results found.