August Newsletter

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(714) 978-1300
Knowledge Applied
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Welcome

Welcome to this month’s issue of KnowledgeApplied. In our lead article, we are proud to report that WNDE has launched it’s new website featuring a clean, modern design, improved content, the site is responsive so easily read on mobile.  We also feature two of our audit managers who recently received certification on Advanced Defined Contribution Plans Audits. We have included a tax tip article on estimated tax payments to make sure you stay within “safe harbor” guidelines and avoid any underpayment penalties. And, we conclude with a team spotlight article featuring Jennifer Pugh, one of our audit managers.

Thanks for reading,
Dave Doran
Managing Partner

WNDE Launches New Website

WNDE Website-2

  White Nelson Diehl Evans is pleased to announce the launch of our new and improved website.  The new website is an important component in our effort to demonstrate leadership in the digital space among accounting, audit and tax advisory firms.  We invite you to visit www.wndecpa.com and explore the services our firm has to offer. “I’m excited about the launch of our new...

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WNDE Audit Managers Earn AICPA Certificates

AICPA Cert

As members of the Employee Benefit Plan Audit Quality Center of the American Institute of Certified Public Accountants (AICPA), White Nelson Diehl Evans LLP (WNDE) has demonstrated its commitment to quality in performing employee benefit plan audits.  To further demonstrate this commitment, WNDE Audit Managers Raquel Castro and Michael Glaab have earned Advanced Defined Contribution Plans Audit...

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WNDE Partner to Participate in Cal State Fullerton Nonprofit "Summer School"

Cal Fullterton Summer School

WNDE Partner Candace Huie will speak on Tuesday, August 16, 1-3 p.m. on Understanding True Overhead Costs and Functional Expenses during Cal State Fullerton’s Gianneschi Summer School for Nonprofits, which will be held at CSF August 15-18. The Summer School offers a good opportunity for training and networking for those involved with nonprofits and related industries.  Instructors address...

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Profile: Jennifer Pugh

Profile Spotlight Jennifer

Jennifer Pugh is a senior audit manager. Her primary responsibility is to provide financial reporting and consulting services to privately-held, mid-size for-profit companies, employee benefit plans, non-profit organizations and governmental entities. She specializes in the areas of manufacturing, distribution, professional services, construction and healthcare. She is also is the senior audit...

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tax-tip-looking-for-work-may-impact-your-taxes

If you are looking for a job in the same line of work, you may be able to deduct some of your job search costs. Here are some key tax facts you should know about when searching for a new job: Same Occupation.  Your expenses must be for a job search in your current line of work.  You may still take the deduction, however, if you are unsuccessful finding employment, said Jenny Kim, a tax...

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“"Someone is sitting in the shade today because someone planted a tree a long time ago."” Warren Buffett

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Office Locations:
2875 Michelle Drive, Ste. 300, Irvine, CA 92606
2965 Roosevelt Street, Carlsbad, CA 92008
613 W. Valley Parkway, Ste.330, Escondido, CA 92025

(714) 978-1300
www.wndecpa.com

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