February 2018 Newsletter

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Welcome

Welcome to this month’s issue of KnowledgeApplied. In this issue, we lead off with an article about my new role as Managing Partner for the firm. I’d like to again thank Dave Doran for his many years of outstanding service, and ask your support as I assume his duties. We’re continuing our series on Fraud Prevention, with a piece on controls over ACH transactions. We have more details on tax reform, and a link to our tax guide to help you prepare to file your 2017 return. And, WNDE continues to grow with the addition of 15 new hires, 11 of whom are part of our WNDE Internship Program. Please join me in welcoming them.

Thanks for reading,
Paul Treinen
Managing Partner

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WNDE Announces New Managing Partner Paul Treinen to Head Firm

White Nelson Diehl Evans LLP (“WNDE”) 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, representing over 3,000 businesses and 3,500 individual clients. The firm provides a full range...

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Fraud Prevention Series: Controls Over Automated Clearing House Transactions

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 entity initiating an ACH transaction. The term “company” can be used interchangeably with any...

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The Top 10 Things Companies Need to Know about Tax Reform

By the WNDE Tax Group The $1.5 trillion new tax law represents the most sweeping change to tax code in a generation. Tax reform of this magnitude will have broad implications for businesses of all sizes and in all industries. While the WNDE tax departments wades through the 185-page legislation, here are the top 10 things companies need to know: 1. The corporate tax rate was permanently...

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2017 Tax Guide Reminder

To assist you as you prepare to meet with us and file your tax returns for 2017, we want to remind you that our Tax Planning Guide is available online. It shares helpful information about ways you can minimize your tax burden. Click here to access your copy of the Tax Planning Guide. Please contact your White Nelson Diehl Evans LLP representative who can help you map out a tax plan...

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WNDE Hires 15, Including 11 Participants in WNDE's 2018 Internship Program0

White Nelson Diehl Evans LLP (“WNDE”) is pleased to welcome 15 new team members, 11 of whom are interns (six audit, five tax) and four junior staff (three audit, one tax). As a testimony to the overall impact and success of our college recruiting program, and specifically, our annual Summer Leadership Program, seven of our 11 interns were student participants in the summer program. The...

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