February 2017 Newsletter

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(714) 978-1300
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Welcome!

Welcome to this month’s issue of KnowledgeApplied. In this issue, we open with the first in a series of articles by Bill Morgan, a principal at WNDE, on fraud detection and prevention.  Bill has also authored a health care tax alert, which provides important information relating to the Affordable Care Act/Obamacare.  Our profile this month is of Joe Ludin, one of our audit managers.  Our tax tip this month discusses taxable and non-taxable income, with special input offered by Christina Wenk, one of WNDE’s senior tax managers.  And finally, our firm keeps growing, as is evidenced by our recent hiring of three new managers.

 

Thanks for reading,
Dave Doran
Managing Partner

2017 Fraud Series - Article 1 - Introduction

Fraud Prevention and Detection

Dishonesty and unethical business practices are common in the business environment. For example, the Association of Certified Fraud Examiners estimates that a typical organization loses about 5% of its revenues each year to occupational fraud. Accordingly, fraud is an ever-present risk to businesses. As a service to our clients, WNDE will feature a series of articles over the next year on...

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Employer Health Care Information Reporting Requirements and Deadlines

Employer health care information reporting requirements and deadlines

Reporting by "Applicable Large Employers" (ALEs) Under provisions of the Affordable Care Act (the ACA or Obamacare), if your organization is an ALE, you must report certain health care information to your full-time employees and to the IRS. Generally, an ALE is an employer with an average of 50 or more full-time and "full-time equivalent" employees during the preceding calendar year. So...

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Manager Profile: Joseph Ludin

wnde joseph ludin cpa manager profile

Joseph Ludin, CPA, is an audit manager.  In his role, he specializes in audit assurance and consulting for governmental agencies, including cities and special districts, and private companies in the construction, electronics manufacturing and staffing industries.  He began with WNDE in 2009. Joe was born and raised in Orange.  His father, Michael Ludin, is a partner with WNDE and he...

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Tax Tip: What You Need to Know about Taxable and Non-Taxable Income

taxable vs non taxable income blog spot

  “All income is taxable unless there is a specific law that states the particular type of income is not taxable,” said Christina Wenk, a senior tax manager with WNDE. She offered some basic rules you should know to help you file an accurate tax return: Taxable income.  Taxable income includes money you earn, like wages and tips. It also includes bartering, an exchange of...

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WNDE Hires Three Managers

wnde hires three new managers

WNDE is pleased to announce the hiring of three new managers:  Usman Ilyas, David Moya and Rex Vollmer.  Usman is an audit manager, Rex a senior audit manager and David a senior tax manager.   Usman has 12 years of comprehensive experience in providing audit and advisory services to local governmentsand non-profit organizations.  He specializes in the preparation of comprehensive...

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