Illustration of Basic Controls Over Wire Transfers

11/13/17

The following is the next installment in WNDE's series on fraud authored by Bill Morgan, principal at WNDE.  In October’s WNDE newsletter, we set forth the basic controls that should be in place over wire transfers.  Noted below is a “conceptual model” as to how wire controls could be...

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Start Your Year-End Tax Planning Now

10/24/17

As the end of 2017 approaches, it’s time to start thinking about tax planning strategies. However, the current political landscape is causing a great deal of uncertainty about federal tax positions and the best strategies for tax mitigation over the coming years. Since Congress and the...

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young student holding textbooks and money

Reminder for Parents, Students: Check Out College Tax Benefits

10/10/17

With back-to-school season in full swing, the Internal Revenue Service reminds parents and students about tax benefits that can help with the expense of higher education. Two college tax credits apply to students enrolled in an eligible college, university or vocational school. Eligible students...

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annual govt seminar wnde

2017 Government Tax Seminars

10/06/17

White Nelson Diehl Evans LLP is pleased to present its annual Government Tax Seminars.  This program has been well attended by local government finance professionals throughout California, and has been a respected source of important governmental tax and compliance requirement updates...

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2017 Tax Planning Guide Available

10/06/17

We’re nearing the end of 2017, and to help you with your tax planning for the year, we’re pleased to present to you our Tax Planning Guide.  It shares helpful information about ways you can minimize your tax burden.  Click here to access your copy of the Tax Planning...

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New Audit Manager: Junaid Hassam

10/03/17

Junaid Hassam, CPA, has joined WNDE as a new audit manager.  His areas of expertise include audits, reviews and compilations.  Industries with which he has worked include retail, automotive, real estate, professional services, mining, oil & gas.  His financial reporting expertise includes...

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Tax Benefits of Qualifying as a Real Estate Professional

9/22/17

It is not easy to qualify as a real estate professional.  However, if you do qualify as a real estate professional you are entitled to an income tax treatment that may benefit you. Tax Benefits to Real Estate Professionals with Rental Losses Typically, all rental activities are treated as...

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Capital Gains and Losses – 10 Helpful Facts to Know

9/20/17

When you sell a capital asset, the sale normally results in a capital gain or loss. A capital asset includes most property you own for personal use or own as an investment. Here are 10 facts that you should know about capital gains and losses: Capital Assets. Capital assets include property...

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Cybersecurity Incident at Equifax: What to Do

9/11/17

On September 7, 2017, Equifax (one of the nation’s three leading consumer credit reporting agencies) announced a cybersecurity incident potentially impacting approximately 143 million U.S. consumers. Equifax discovered that criminals exploited a U.S. website application vulnerability to gain...

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Fraud Series: Basic Controls Over Wire Transfers

9/08/17

The following article is part 4 in a series on protecting your business from fraud, authored by Bill Morgan, CPA, principal at WNDE. Companies and other organizations often fall victim to online “phishing” schemes or phone scams, whereby fraudsters trick officers or employees into disclosing...

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