Vesta’s blog provides valuable financial insights, solutions to common problems, and access to up-to-date information on tax laws and financial regulations, ultimately helping them make informed decisions and manage their finances more effectively. Additionally, it can foster trust and a stronger client-advisor relationship while offering practical resources and access to the firm’s expertise.
Boosting Your Online Safety October is Cybersecurity Awareness Month, the perfect time to assess and practice secure online safety. In today’s digital age, online safety is more important than ever. We’ll share ten essential tips to help safeguard your sensitive data, increase your awareness of phishing scams, and maintain your
The Roth IRA is a retirement savings account with unique tax advantages. A key difference between Roth and traditional IRAs lies in how contributions and withdrawals are taxed. A Roth IRA conversion can be a savvy financial maneuver, particularly with changes in tax brackets on the horizon in 2026. Here’s
Tax planning is a critical aspect of financial management, enabling individuals and businesses to reduce their tax liabilities while staying compliant with the law. The Tax Cuts and Jobs Act (TCJA), a significant overhaul of the U.S. tax code passed in 2017, brought about numerous changes that have an impact
Tax planning is a vital tool that can lead to significant savings and increased efficiency for both businesses and business owners. By understanding the nuances of tax regulations and leveraging the available incentives, you can gain a competitive edge for your business and position yourself for long-term financial success. Connecting
You’ve invested time, energy, and money into your business, for many years, now what? The next step could be to pass your business to the next generation or offer it for sale. Either way, it is essential that your exit causes minimal disruption to the daily operations of your business.
It’s easy to overlook the future during the daily operations of your business. However, as an owner, you’ll eventually need to transition away from your business. Effective business transition planning is crucial to ensure a seamless exit. Whether you intend to sell your company or hand it down to your
If you want to invest in your business, looking at your company’s day-to-day operations and your eventual succession plans can be helpful. When you have a seamless plan for your company’s present and future, you and your employees can enjoy a smooth-running business. Here are some of the most effective
As one year ends and another begins, you’ll find yourself inundated with tax documents. The flood of paperwork can be hard to manage. To make things more confusing, you don’t need all of it to file your taxes successfully. This blog will help you through the first step of filing:
In a world where decisions depend on data, accountants occupy an evolving role within the business community. While accountants continue to play a valuable role in managing an organization’s financial data, accountants also impact the company’s broader business strategy. Here’s how strategic accountants are being used to shape business success.
Running a successful business takes dedication and focus. So why are you spending so much time trying to manage your books? With the right bookkeeping services, you’ll get industry-leading expertise that helps you get out of the back office and back into the game. Here are a few benefits you’ll
It is time to paint your overall tax picture as you prepare for the coming year’s tax filing. The recent downswing in the market may make you uncertain about your retirement accounts. It isn’t all bad, though; this swing presents an opportunity for you to explore Roth conversions. Consider the
Vesta clients hear our advisors use the term “Key Performance Indicators” or see the acronym “KPI” written in our service descriptions. However, not everyone is a CPA. So what exactly is a Key Performance Indicator, and how does it relate to your financial outlook? Key Performance Indicators, which we will
