Your financial statements hold far more insight than most business owners realize. When you know how to read the balance sheet, income statement, and statement of cash flows together, you gain a powerful tool for spotting risks, controlling costs, and seizing growth opportunities before your competition does.

When an employee going through a divorce informs you that a court will be issuing a Qualified Domestic Relations Order (QDRO), are you prepared? As a plan administrator, you carry both legal and fiduciary obligations under ERISA. Here are the essential steps you need to take to stay compliant.

Getting an unexpected tax bill from the IRS is a stressful experience no one wants to repeat. The good news is that it is often preventable. By periodically reviewing your withholding amount and making simple adjustments, you can stay ahead of tax season and avoid unwelcome financial surprises at filing time.

As AI is transforming finance, the role of the strategic advisor is becoming even more important in guiding business decisions.

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.

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.

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.

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 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 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.

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.

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.

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.

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 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.