Vasquez + Company LLP is pleased to welcome Barbara Hall as an Audit and Consulting Partner in the firm’s Irvine office. With over 20 years of experience, Barbara has held leadership roles at top accounting firms, specializing in audit, consulting, and financial reporting for industries such as healthcare, technology, and manufacturing. Her experience in artificial intelligence, data analysis, and employee benefit plans further strengthens Vasquez + Company’s commitment to innovation and excellence.

Organizations relying on federal funding should prepare for potential disruptions by diversifying revenue, monitoring cash flow, and maintaining strong stakeholder communication. If funding is paused or terminated, tracking and documenting costs can improve the chances of recovery.

Discover the benefits of Profit-Sharing Plans (PSPs) in today’s competitive labor market as employers seek innovative ways to boost morale, retain talent, and align financial goals. Learn how these employer-funded plans can enhance recruitment strategies, offer tax advantages, and complement existing 401(k) plans, while understanding the challenges and strategic considerations involved. Dive into the potential of PSPs to unify company and employee success.

As retirement approaches, healthcare costs pose a significant financial challenge, with rising out-of-pocket expenses threatening to deplete savings. Despite Medicare coverage, gaps remain, necessitating proactive planning to ensure financial security. Discover strategies to safeguard your future by budgeting for healthcare, leveraging tax-advantaged accounts, and selecting appropriate insurance to manage these expenses effectively.

Navigating federal tax regulations can be a complex endeavor, but understanding the crucial differences between deductions and credits, identifying the correct filing status, and staying updated on digital assets are key to maximizing your tax outcomes. Learn the latest tax developments and pitfalls to avoid, and discover how social media could unexpectedly impact your filings. Dive into expert guidance to ensure compliance and optimize your tax returns this season.

Navigating estate planning as a noncitizen in the U.S. involves understanding complex tax implications related to domicile and gift transfers, especially when it includes a noncitizen spouse. This article delves into the intricacies of spousal transfer limitations and strategies to protect your assets, ensuring that your wealth is preserved for future generations. Discover how to effectively plan for your legacy while addressing unique challenges faced by noncitizens.

Business email compromise (BEC) is becoming a prevalent and costly form of online fraud, exploiting basic vulnerabilities through social engineering rather than sophisticated malware. This article explores the alarming rise of BEC attacks, revealing how cunning scammers mimic executives to dupe employees into making fraudulent financial transactions, and offers comprehensive strategies to protect organizations from these emerging threats.