Things to Know about the Taxpayer Bill of Rights


In the summer of 2014, the IRS released a document known as the Taxpayer Bill of Rights. The IRS aggregated all of the rights that taxpayers are afforded under the tax code into this one document so that they could be more easily accessed and referenced. While this information has always been...

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WNDE Partner to be Featured Speaker at Southern California Fiduciary Summit


Mike Glaab, CPA, an audit and assurance partner with WNDE, will be a featured speaker at the 2018 Southern California Fiduciary Summit on Thursday, March 22, 11 a.m. – 3:30 p.m. at the Water Grill South Coast Plaza, 3300 Bristol Street, Costa Mesa. As part of a professional panel at the Summit,...

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WNDE Announces New Managing Partner Paul Treinen to Head Firm


White Nelson Diehl Evans LLP (“WNDE”) is pleased to announce that Paul Treinen is the firm’s new Managing Partner. Paul has assumed the top role from Dave Doran, who retired on December 31, 2017, after 42 years of service with the firm. WNDE is a mid-sized accounting firm headquartered in...

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Is Your Business at Risk?


Is Your Business at Risk? With the explosion of security threats worldwide, companies can no longer afford not to be proactive on their security measures. Organizations are now being forced to spend more money on investigations, notifications and response when sensitive and confidential...

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Webinar by Steve Cohen for Employee Benefit Plan Fiduciaries


Steve Cohen, Senior Vice President at Federated Investors, will lead a webinar on Guiding Plan Sponsors through a Review of their Fiduciary Responsibilities with a 5-Step Process, on Tuesday, June 27, 10 a.m.  The event is co-sponsored by WNDE and The Westholme Group of Oppenheimer & Co....

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