Partner Profile: Jennifer Pugh

5/15/18

Jennifer Pugh is an audit and assurance partner. In this role, she provides financial reporting and consulting services to privately-held mid-size for-profit companies, employee benefit plans and non-profit organizations. She specializes in the areas of manufacturing, distribution, professional...

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ACG Awards

WNDE Director Co-Chairs ACG Awards

5/12/18

Scott Jones, WNDE’s Director of Practice Development, served as co-chair of the Association for Corporate Growth (ACG) Orange County chapter’s 23nd Annual ACG Awards Gala at the Hotel Irvine on May 3. Nearly 500 executives attended the event. “It was my pleasure to recognize the...

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Tax Reform Less Entertaining

5/12/18

Tax Reform eliminates the entertainment deduction for tax years 2018 and forward. Deductions for entertainment expenses will be disallowed and the current 50% limit on the deductibility of business meals is expanded to include meals provided on the business premises of the employer for those...

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Erin Johnson

Partner Profile: Erin Johnson

4/20/18

Erin Johnson is a tax and advisory services partner. In this role, she manages client engagements, helps develop the staff and managers at the firm and provides clients with specific guidance on ways they can reduce their tax expense. In addition to her client work, she mentors staff and is...

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Employee Benefit Plan Compliance Checklist for Plan Fiduciaries

4/19/18

For plan executives, fiduciary awareness is critical. What you don't know can hurt your plan, your participants and you personally. Under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can be held personally liable for losses to a benefit plan incurred as a result of...

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Tax Reform and a Fresh Look at Business Entity Selection

3/26/18

To “C” or Not to “C?” As you know, sweeping tax reform was passed into law late last year. This legislation, known as The Tax Cuts and Jobs Act (TCJA), modified both C corporation and pass-through entity taxation. The pass-through provisions will generally be phased out in less than a...

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Tax Reform and Planning Considerations for Small and Medium-Sized Businesses

3/12/18

The recently enacted tax reform act has businesses and tax professionals scrambling to make sense of it all. Small and medium-sized businesses (SMBs), in particular, are working to understand the changes. As introduced by Congress, the changes are purported to be good for SMBs. However, experts are...

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WNDE Names Six New Partners

3/08/18

White Nelson Diehl Evans (WNDE) is pleased to announce that it has named six new partners: Jill Cohen, Michael Glaab, Erin Johnson, Jennifer Pugh, Kassie Radermacher and Christina Wenk. Jill Cohen is an audit and assurance partner who first came to WNDE as an intern in 1993. She has spent most...

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Cash Receipts

Controls Over Cash Registers and Cash Receipts

3/08/18

Material fraud can occur where employees have access to cash - either via a cash register or other cash transactions not handled through a cash register. In order to help prevent the theft or misappropriation of cash, noted below are some basic controls over cash registers and/or cash...

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Partner Profile: Thomas Liu

3/08/18

Thomas Liu is a tax partner who joined WNDE in 2018. He was born in Taiwan, and came to California at age 12. He was drawn to the accounting profession, he said, “because I like law, and I like to find ways to minimize taxes.” Thomas earned his B.S. in Business Economics from the...

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