Management Profile – Scott Jones

2/01/19

Celebrating his 10th year at White Nelson Diehl Evans LLP, Scott Jones is responsible for steering the firm’s business development and marketing efforts. As the Director of Practice Development, Scott enjoys interacting directly with CFOs and business owners, and developing strategic client...

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Partner Profile – Joshua Basile, CPA

1/14/19

Josh Basile, CPA is the newest Partner at White Nelson Diehl Evans (WNDE)! He has been a member of the WNDE team since 2004, mainly serving in the Carlsbad office, where has come to love the firm culture. “The culture at WNDE creates a great working environment,” said Josh. “I have really...

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Understanding Filing Statuses

1/14/19

Are you sure you are using the best filing status for your situation? If your circumstances changed last year or if you never really understood the various filing status options, we encourage you to read on. The filing status you select can impact the amount of tax you owe for the year - and...

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12 Easy Ways to Get Your Personal Finances in Shape for 2019

1/11/19

Whether you’re diligent about paying bills and saving or you’ve fallen behind on your bills and never opened a savings account, it’s always a good idea to do an annual review of your personal financial habits. Everybody needs to re-evaluate from time to time, and there’s no time like the...

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Annie Wu

Manager Profile – Annie Wu

11/17/18

Annie Wu, CPA is a Senior Audit Manager at White Nelson Diehl Evans (WNDE). She began her career in accounting in 1996 and joined the WNDE team in 2017. As Senior Audit Manager, Annie provides financial reporting and consulting services for not-for-profit, employee benefit plans and...

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Inventory Fraud

Key Controls to Prevent Inventory Fraud

10/06/18

If controls are not in place to prevent the theft of inventory, companies can experience significant fraud losses. Key controls to prevent theft of inventories are listed below: • Segregation of duties between custody of goods and record keeping for the related inventory • High-dollar...

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Use of “Data Analytics” to Detect or Prevent Purchasing Fraud

8/31/18

In our July 2018 WNDE newsletter, we discussed the detection and prevention of purchasing fraud. Special computer software is available that can perform “data analytics” on a large computer database of purchasing and vendor transactions, in order to identify unusual or suspicious transactions....

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Starting a Business

Four Tax Tips for Starting a Business

6/11/18

If you are thinking about starting a business, proper tax planning can play an important role in your success. Here are four tax tips for new business owners you may find helpful: 1. Business Structure. An early choice to make is to decide on the type of structure for the business. The most...

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Employee

Employee or Independent Contractor? Know the Rules

6/11/18

The IRS encourages all businesses and business owners to know the rules when it comes to classifying a worker as an employee or an independent contractor. An employer must withhold income taxes and pay Social Security, Medicare taxes and unemployment tax on wages paid to an employee. Employers...

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WNDE Staff

Four Join WNDE Staff

6/04/18

WNDE is pleased to welcome four new members to the WNDE Staff: Tram Hoang is a tax senior. She earned a B.S. in Finance, Hospitality Management at CSULB and worked previously at Hall & Company CPAs. Connor Kirby is an audit senior. He earned a B.A. in Business Administration with a...

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