December 2017 Newsletter

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Welcome to this month’s issue of KnowledgeApplied. All of us at WNDE wish you a very Merry Christmas and Happy New Year. The much anticipated Tax Cuts and Jobs Act is headed to the President’s desk for final approval. In this issue, you will find an article detailing what is expected in regards to tax reform. After 42 years with WNDE, Managing Partner Dave Doran is retiring. I am honored to assume his role as Managing Partner and pleased to include an article below on Dave and his legacy with the firm, in which I share some thoughts on Dave and his impact on WNDE. We’ve seen some impressive growth in 2017 and have an article featuring some of the new team members who have joined WNDE. Last, Bill Morgan, a principal with our firm, has contributed another installment on his series on fraud, this time offering an illustration of basic controls over wire transfers.

Thanks for reading,
Paul Treinen
Managing Partner

Tax Reform Headed to President for Final Approval

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 reflects reconciliation of various provisions between the House bill and the Senate amendment.  The...

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

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 work for White, Nelson & Co. after seeing a job listing in a local newspaper.  At that time he was...

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

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 growth throughout the year, bringing aboard quality people who are contributing much to the success...

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Illustration of Basic Controls Over Wire Transfers

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 established to require personal involvement and approvals by multiple high-level company...

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“Integrity is essential and irreplaceable. It is the most valuable asset for a person, a company or a society seeking to build and progress.” Rex Tillerson

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