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Is Your Tax Withholding Working for You? Here Is Why Now Is the Time to Find Out

Is Your Tax Withholding Working for You? Here Is Why Now Is the Time to Find Out

Filing your 2025 tax return is more than just a year-end obligation. It is an opportunity to fine-tune your financial strategy for 2026. Whether you received a large refund or owed more than expected, your return holds valuable clues about adjusting your withholding and estimated tax payments going forward.
4 Types of Interest Expense You May Be Able to Deduct on Your Individual Tax Return

4 Types of Interest Expense You May Be Able to Deduct on Your Individual Tax Return

Not all interest is created equal when it comes to your federal tax return. While personal interest generally isn't deductible, there are four key categories that may qualify for a write-off: mortgage interest, investment interest, student loan interest, and a brand-new deduction for auto loan interest introduced by the One Big Beautiful Bill Act. Learn which breaks apply to you and how to claim them.
8 Red Flags That Could Trigger an IRS Audit

8 Red Flags That Could Trigger an IRS Audit

While IRS audit rates remain low, the wrong tax moves can put you squarely in the crosshairs. From oversized charitable deductions to unreported income and large cash transactions, certain patterns raise red flags with the IRS. Knowing what to watch for can help you stay compliant and audit-ready.
Making the Most of a Spousal IRA

Making the Most of a Spousal IRA

Not having earned income does not mean you are locked out of saving for retirement. If you are married, a spousal IRA may allow you to contribute even without a paycheck. Learn about the updated 2026 contribution limits, eligibility rules, and income thresholds that could help you and your spouse save more for retirement.
Is Long-Term Care Insurance Right for You?

Is Long-Term Care Insurance Right for You?

Long-term care insurance can help protect your savings from the high cost of nursing home or in-home care, but these policies are complex and not without drawbacks. From tax deduction limits to coverage gaps, knowing what to look for before you buy is essential to making the right decision.
Making Hiring Work for Small Businesses

Making Hiring Work for Small Businesses

Hiring looks different today than it did even a few years ago - and for small business owners, the result is often the same: inboxes flooded with resumes, scattered candidate folders, and great applicants slipping through the cracks. The right hiring software doesn't make the process impersonal or complicated; it gives you back control so you can focus on finding the right fit.
Vasquez + Company LLP Holds Firmwide Town Hall Sessions, Highlighting Growth, Client Success, and Team Development

Vasquez + Company LLP Holds Firmwide Town Hall Sessions, Highlighting Growth, Client Success, and Team Development

Vasquez + Company LLP held two firmwide Town Hall sessions, gathering its Los Angeles and Manila teams to celebrate milestones, align on firm priorities, and look ahead. Topics ranged from cross-service client value and The Vasquez Advantage outsourcing model to technology investments and team development, underscoring the firm's momentum and focus on quality.
When Your Nonprofit’s Accounting and Development Teams Are Not on the Same Page

When Your Nonprofit’s Accounting and Development Teams Are Not on the Same Page

Tension between a nonprofit's Accounting and Development teams is more than an internal challenge. It can affect financial reporting, jeopardize grant funding, and create compliance risks. Learn how bridging the communication gap between these two departments can protect your organization's financial health and mission.
Does Your Nonprofit Need a CFO? Here’s How to Decide

Does Your Nonprofit Need a CFO? Here’s How to Decide

As a nonprofit grows, so does the complexity of its finances. But does that mean it is time to hire a chief financial officer? The answer depends on your organization's size, revenue sources, and strategic goals. Learn how to assess your needs and explore options for full-time or outsourced financial leadership.
Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?

Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?

A practical guide to using a SEP IRA, SIMPLE IRA, or solo 401(k) strategically, covering contribution limits, deadlines, employee rules, tax planning, and when each plan makes the most sense.
The USPS postmark change you need to know about before you mail anything tax-related

The USPS postmark change you need to know about before you mail anything tax-related

A USPS rule change means that the postmark on your tax-related mail may no longer reflect the day you actually dropped it off, and the IRS still uses that postmark to determine whether you filed on time. For taxpayers in rural areas especially, this gap could be the difference between a timely filing and a costly late penalty. Read on to understand exactly what changed, why it matters, and the simple steps you can take to protect yourself.
Performance reviews that work: a better approach to feedback, accountability, and results

Performance reviews that work: a better approach to feedback, accountability, and results

Performance reviews have a reputation for generating awkward conversations and little real change, but the problem isn't the concept itself. It's that most businesses run them in ways that guarantee they won't work. This article breaks down the common structural failures in traditional review processes and offers a practical, straightforward approach to building a system that improves accountability, reduces costly turnover, and provides leadership with better information for decision-making.
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