Insights

Featured Insights

No results found.
No results found.

All Insights

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.
FASB proposes accounting guidance for environmental credit programs

FASB proposes accounting guidance for environmental credit programs

Proposed accounting guidance would affect how entities recognize and measure environmental credits and related obligations.
IAASB and IESBA issue new standards for sustainability assurance

IAASB and IESBA issue new standards for sustainability assurance

New standards will guide the performance of and ethical practices related to sustainability assurance engagements.
Private Funds CFO Insights 2025

Private Funds CFO Insights 2025

Private Funds CFO Insights 2025 reveals key trends and challenges for CFOs in the private funds industry.
Proposed Regulations issued for SECURE 2.0 catch-up and autoenrollment changes

Proposed Regulations issued for SECURE 2.0 catch-up and autoenrollment changes

Roth catch-up requirements, increased catch-up contributions and autoenrollment rules addressed in recent proposed regulations
IRS proposes new section 368 reorganization rules

IRS proposes new section 368 reorganization rules

Proposed Regulations provide new Corporate Reorganization Documentation and Filing requirements.
Empower ethics with whistleblower programs

Empower ethics with whistleblower programs

Whistleblower programs are more critical than ever as businesses face increasing challenges, from regulatory scrutiny to reputational threats.
Department of the Treasury and IRS issue final regulations for tech-neutral credits

Department of the Treasury and IRS issue final regulations for tech-neutral credits

Treasury and IRS issue final regulations for the section 45Y clean electricity production credit and the section 48E clean electricity investment credit.
Principal market price for crypto-assets: An accounting perspective

Principal market price for crypto-assets: An accounting perspective

Accounting for crypto-assets presents unique challenges. We highlight what practitioners need to know about principal market price.
No results found.