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Market minute: The problem of sticky and stubborn inflation

Market minute: The problem of sticky and stubborn inflation

While housing inflation is easing, owners' equivalent rent remains one of the two major catalysts for rising cost pressures on American households.
Estate Planning Q&A: Plan for estate tax and GSTT liquidity

Estate Planning Q&A: Plan for estate tax and GSTT liquidity

Estate taxes are due 9 months after death. Does your estate plan leave your family with enough cash to pay them? We can help you plan now.
U.S. Department of Labor proposes rules for ESOP transactions

U.S. Department of Labor proposes rules for ESOP transactions

Adequate consideration regulations proposed by the U.S. Department of Labor are short lived given their withdrawal by the Trump administration.
Understanding flowdowns in government contracting

Understanding flowdowns in government contracting

Understand the role of flowdowns in government contracting, the risks of improper flowdowns, and best practices for primes and subcontractors to ensure compliance and mitigate legal liabilities.
Barbara Hall Joins Vasquez + Company as Audit and Consulting Partner

Barbara Hall Joins Vasquez + Company as Audit and Consulting Partner

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 dependent on federal funding need to consider options

Organizations dependent on federal funding need to consider options

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.
How Companies Can Benefit from Implementing Profit-Sharing Plans

How Companies Can Benefit from Implementing Profit-Sharing Plans

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.
Future-Proof Your Finances: Tackling Healthcare Costs

Future-Proof Your Finances: Tackling Healthcare Costs

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.
Federal Tax  Discussions: What you need to know

Federal Tax Discussions: What you need to know

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.
Strategic Estate Planning for Noncitizens in the U.S.

Strategic Estate Planning for Noncitizens in the U.S.

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.
Shielding Your Business from BEC: A Guide

Shielding Your Business from BEC: A Guide

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.
Maximizing Retirement: Avoiding the IRA Rollover Trap

Maximizing Retirement: Avoiding the IRA Rollover Trap

Avoid the common IRA rollover trap and unlock significant tax savings with your appreciated employer stock. By leveraging the net unrealized appreciation rules, you can potentially reduce your tax burden, benefiting both your retirement and your heirs. Explore how a strategic approach can preserve more wealth by converting high-rate taxes into lower capital gains rates.
The Complete Guide to Refundable Tax Credits: Rules and Benefits

The Complete Guide to Refundable Tax Credits: Rules and Benefits

Discover the power of refundable tax credits and how they can significantly bolster your financial strategy by reducing your tax liability and potentially offering a refund. Navigate the complexities of refundable vs. nonrefundable credits, understand the crucial eligibility requirements, and learn how to avoid common pitfalls. Insights from Vasquez & Company LLP will guide you in maximizing your tax benefits while ensuring compliance.
Doctor Review Sites: What You Need to Know Before You Trust

Doctor Review Sites: What You Need to Know Before You Trust

Navigating doctor review sites can be daunting, but with the right approach, they can be a powerful tool in choosing a healthcare provider. Discover how to critically evaluate online reviews, understand the importance of multiple sources, and balance subjective feedback with professional counsel to find the best care for you or your loved ones.
Organizations dependent on federal funding need to consider options

Organizations dependent on federal funding need to consider options

Organizations relying heavily on federal funding are especially vulnerable and should consider best practices to mitigate liquidity and financial risk due to operational disruptions.
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