For the second consecutive year, Forbes has named Gilbert R. Vasquez to its America's Best-In-State CPAs list.

From proposed fertility benefit rules and IRS private letter ruling changes to tariff refunds and transfer pricing compliance, there is a lot happening in the federal tax landscape. Here are five timely updates that could affect your business, your employees, and your tax strategy. Stay informed and stay ahead.

A grantor retained annuity trust (GRAT) can be a powerful estate planning tool for individuals with large estates, allowing them to transfer appreciating assets to loved ones at little or no tax cost. But it is not right for everyone. Learn about the key benefits, risks, and planning considerations.

Occupational fraud rarely starts with a dramatic act. It often begins with a subtle shift in an employee's digital behavior. Behavioral analytics tools can help your business detect those warning signs early. But using them effectively requires the right policies, proper safeguards, and a clear connection to your fraud risk strategy.

Receiving an IRS notice that your employee benefit plan is under audit can be unsettling. But with the right preparation and the guidance of a knowledgeable tax professional, the process does not have to be stressful. Learn what to expect and how to get ready before the auditor arrives.

Aprio Insights on the Beyond the Will: The Comprehensive Estate Planning Guide for High-Net-Worth Families. Read the article.

Understanding why tax planning must evolve alongside the contractor is key. Explore smarter tax planning strategies to boost your construction company's financial outlook.

Hiring independent contractors offers real flexibility and cost savings, but misclassifying a worker in the eyes of the IRS can expose your organization to back taxes, penalties, and fines. Learn the key factors that determine worker status and what you can do to protect your business from classification risk.

A Solo 401(k) plan could be the retirement savings tool one-person businesses have been looking for. With two contribution components that work together, flexible annual contributions, and the potential for significantly higher tax-deferred savings compared to traditional plans, it is worth understanding whether a Solo 401(k) is right for you.

When a spouse passes away, tax implications are often the last thing on a surviving partner's mind. But the financial impact can be significant. From filing status changes to required minimum distributions, understanding what to expect and how to plan ahead can make a meaningful difference in preserving long-term financial stability.

What if you could donate to your favorite charity without reducing your family's inheritance? By pairing a charitable remainder trust (CRT) with a wealth replacement trust (WRT), you may be able to achieve both goals simultaneously -- generating income, capturing tax deductions, and still passing wealth on to the next generation.

Employees running side hustles on company time and using company resources may seem harmless, but the financial and legal risks are real. From equipment wear and liability exposure to overtime fraud, unauthorized after-hours activity can drain your business in ways you might not expect. Learn how the right internal controls can help.

When one spouse passes away, their unused federal estate tax exemption can transfer to the surviving spouse, but only if the estate's executor files a timely and properly completed estate tax return. Learn why making the portability election is a smart move for married couples at any wealth level.

Improve your business cash flow without the need to raise prices. Here are practical strategies in managing your accounts receivable, accounts payable, working capital, cost reduction, and cash flow forecasting in the Canadian business climate.

For taxpayers who invested in R&D between 2022 and 2024, a one-time retroactive window closes on July 6, 2026.