April 2017 Newsletter

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(714) 978-1300
Knowledge Applied
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Welcome!

Welcome to this month’s issue of KnowledgeApplied. In this issue, we open with the first entry in a series on fraud authored by Bill Morgan, a principal at WNDE. Our manager profile this month is of Jeremy Shaw, an audit manager in our Irvine office. We share an article on claiming a tax deduction for medical and dental expenses, featuring insights from Krystle Dean, one of our senior tax managers. And, we include a piece about one of WNDE’s “busy season” traditions, our annual pancake breakfast hosted by partner, Candy Huie.

Thanks for reading,

Dave Doran
Managing Partner

Fraud Series: Red Flags that Fraud May Be Occurring in Your Business

fraudulent activities that may be occurring in your business

Welcome to our WNDE 2017 Series on Fraud. The Association of Certified Fraud Examiners (ACFE) publishes data on why employees commit fraud. According to the ACFE, employees may commit fraud if three elements are present: Motive: The employee has an immediate need for money that cannot be satisfied by legitimate means. For example, the employee may have maxed-out his or her credit cards,...

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Manager Profile: Jeremy Shaw

profile spotlight on jeremy shaw cpa

Jeremy Shaw, CPA, is an audit manager at WNDE.  In this role, he serves clients in a wide variety of industries, including distribution, manufacturing, business and professional services.  He specializes in working with for-profits and non-profits—his non-profit clients serve the homeless, provide meals for seniors and dental services for children in need—and employee benefit plans.  He...

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Claiming a Tax Deduction for Medical and Dental Expenses

  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 expenses.  For a taxpayer 65 or older, the AGI threshold is reduced to 7.5% through 2016, she...

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WNDE Partner Serves Staff Pancakes

wnde pancake breakfast

One of the things that the team looks forward to each busy tax season at WNDE is the firm’s Annual Pancake Breakfast.   In its 17th year, this is a much anticipated event on the Saturday following the March 15th  corporation tax filing deadline.  This Saturday morning breakfast provides a small reward for WNDE firm employees after a grueling deadline, and gives them an opportunity...

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“Money can add very much to one's ability to lead a constructive life, not only pleasant for oneself, but, hopefully, beneficial to others.” David Rockefeller (1915-2017)

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