cathy silva tax manager wnde spotlight profile

Manager Profile: Cathy Silva

4/25/17

Cathy Silva, CPA, is a tax manager in WNDE’s Carlsbad office.  In this role, she manages client engagements including all types of tax returns, tax research, tax planning and projections, and tax compliance in addition to compilation, review and audit engagements.  Her clients consist of high...

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Claiming a Tax Deduction for Medical and Dental Expenses

3/21/17

  Your Medical Expenses May Save You Money at Tax Time, But a Few Key Rules Apply Due to the 10% AGI threshold for taxpayers less than 65 years old, explained Krystle Dean, CPA, a senior tax manager for WNDE, clients often are not able to take the available tax deduction for medical...

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mergers and acquisitions

Developing a Mergers and Acquisitions Strategy

3/06/17

Mergers and acquisitions are an important part of the strategic long-term management of a company. So just what is a mergers and acquisition strategy?  A company merger is defined as the consolidation of companies or assets into one where the acquired company ceases to exist, and a company...

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wnde melissa hou cpa manager profile

Manager Profile: Melissa Hou

3/03/17

Melissa Hou, CPA, MST, is a tax manager.   In this role, she works with clients in a wide variety of industries including distribution, manufacturing, sales, business and professional services, real estate and non-profit organizations.  She specializes in rental real estate, real estate...

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paul treinsen wnde trump tax rate review

WNDE Partner Paul Treinen Discusses Prospects for Tax Reform

2/28/17

U.S. businesses and individuals are, for the most part, hopeful of tax reform legislation this year as both the White House and U.S. Congress are focused on improving productivity and growth.  With the GOP in control of the White House and both the House and Senate, it appears that comprehensive...

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learn the 7 reasons you should e-file your taxes in 2017

Seven Reasons Taxpayers Should E-file Their Taxes in 2017

2/14/17

Taxpayers who still file paper returns may find now is the best time to switch to e-file. Last year over 85 percent of taxpayers filed their taxes electronically. There are really no good reasons to paper file, said WNDE Partner Candace Huie, unless a filer is specifically prohibited from...

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wnde hires three new managers

WNDE Hires Three Managers

2/02/17

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...

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taxable vs non taxable income blog spot

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

2/01/17

  “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...

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identity theft and taxes

Tax Tip: How Identity Theft Can Affect Your Taxes

1/27/17

Tax-related identity theft normally occurs when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund.  Many people first discover the fraud after they file their taxes.  It’s becoming a bigger and bigger problem every year, said Erin Johnson, a...

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Employer health care information reporting requirements and deadlines

Employer Health Care Information Reporting Requirements and Deadlines

1/25/17

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...

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