Business Owner, Team Update
Vance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California — Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and Newport Beach, proudly announces that it has once again bee
Community, Market Commentary, Market Update, Tax Issues
Understanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here's how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited l
Achieve More, Business Owner, Financial Planning
Unlock More Potential: Entrepreneur Edition
A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be - and you also know how consuming it can be, too. It's hard n
Business Owner
CalSavers Penalties on the Horizon
CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more. It is important to understand the
Tax Issues, Woman's Wealth
Patti’s Perspective: 5 Tax-Saving Tips that must be applied by year end.
As we head into the Fall, my favorite time of year, I’m all about the pumpkin spice. Yes, I’m one of those- I love everything pumpkin! Don’t judge me. But, at Vance Wealth, this time of year is all ab
Business Owner
Attract Top Talent With Superior Benefits – Employee Financial Wellness
As an employer, it’s easy to dismiss your employee’s financial wellness as a personal matter. If it affects business, however, then it becomes your business. An annual PwC Employee Financial Wellness