WNDE Welcomes New Partner

1/21/18
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White Nelson Diehl Evans is pleased to welcome Thomas Liu as a new tax partner. Thomas comes to WNDE from another Irvine accounting firm. He has 18 years of experience in public accounting, primarily in the taxation area. His specialty is flow-through entities such as S corporations,...

WNDE Announces New Managing Partner-Paul Treinen to Head Firm

1/16/18
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White Nelson Diehl Evans LLP 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 Irvine,...

Fraud Prevention Series: Controls Over Automated Clearing House Transactions

1/15/18
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Automated Clearing House (ACH) debit transactions include electronic checks or direct debit payments. Noted below is a summary of key controls that need to be in place to prevent fraudulent ACH transactions. Note: For purposes of the discussion below, the term “company” has been used for the...

WNDE Named a Top Workplace in Orange County

1/07/18
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White Nelson Diehl Evans LLP has been awarded a 2017 Top Workplace honor by The Orange County Register. The list is based on the results of an employee survey taken last August. The honor was bestowed on 140 Orange County companies; making the list indicates the organization has a healthy work...

Tax Reform Headed to President for Final Approval

12/20/17
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On December 13, 2017, House and Senate Republicans reached a compromise on tax reform legislation, the “Tax Cuts and Jobs Act” (H.R. 1).  Subsequently, the conference report was agreed to by House and Senate representatives and was released on December 15, 2017.  The conference report...

Managing Partner Dave Doran Retires After 42 Years with White Nelson Diehl Evans

12/09/17
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Dave Doran, Managing Partner of White Nelson Diehl Evans, is retiring after 42 years of service with the firm.  Dave began with the firm in 1975 and has spent his entire career with WNDE. 7th EMPLOYEE Dave graduated from Cal State Fullerton with a B.A. in Business/Accounting, and went to...

Here We Grow Again: WNDE Staff Increases through Proactive Recruiting, M&A Activities

11/16/17
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Through a combination of proactive recruiting and M&A activities, White Nelson Diehl Evans has enjoyed steady growth throughout 2017.  The firm staff size has grown to nearly 150 professionals, making it one of the largest accounting firms based in Orange County. “We’ve enjoyed steady...

Illustration of Basic Controls Over Wire Transfers

11/13/17
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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...

Management Profile: Scott Krueger

11/20/17
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Scott Krueger is WNDE’s COO.  He is also a member of the Executive Committee, the IT Committee and the Investment and Retirement Committee.  His duties include oversight of the firm’s financial performance, policies and accounting practices. He is also responsible for and leads the firm’s...

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Reminder for Parents, Students: Check Out College Tax Benefits

7/10/17
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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...