April 2018 Newsletter

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Welcome

Welcome to this month’s issue of KnowledgeApplied. In this issue, we offer two new articles related to Tax Reform. One article highlights how tax reform affects small and medium-sized businesses, and other article discusses business entity selection. We have included the next installment of our fraud series, related to controls over cash registers and cash receipts. Our profile features one of our new partners, Thomas Liu, and we share details about six new partners promoted from within our firm.

Thanks for reading,
Paul Treinen
Managing Partner

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

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 not yet clear as to what degree the changes will have a positive impact. This will depend on the...

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Controls Over Cash Registers and Cash Receipts

Cash Receipts

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 receipts: • Require that paper receipts be given to customers. • Cashiers should not have authority to...

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Partner Profile: Thomas Liu

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 University of California, Los Angeles and an M.S.T. in Taxation from Golden Gate University. He is a CPA...

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Tax Reform and a Fresh Look at Business Entity Selection

Tax Reform

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 decade, but the tax cuts for C corporations are permanent changes to the tax code. The short-term and...

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WNDE Names Six New Partners0

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 of her career with WNDE, but also spent two years as a controller in private industry. She provides...

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“When I think about my career, my successes are built on learning from failures.” Satya Nadella, CEO, Microsoft

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