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White Nelson Diehl Evans LLP Newsletter – February 2, 2016

Knowledge Applied - Ready to Use Knowledge for Business & Personal Finance

“All our dreams can come true, if we have the courage to pursue them.” Walt Disney

Welcome

We are pleased to bring you another issue of KnowledgeApplied. In this issue, we begin with a profile of Kyle Goetz, one of our new tax managers. We are excited to announce that 15 new people have been hired to join our team at WNDE. We have also included important information about an extension of time allowed to file Affordable Care Act (ACA) Information Returns and a helpful tax tip on how to Cut Taxes and Save on Energy Bills with Home Energy Credits.

Thanks for reading,

Dave Doran
Managing Partner

Manager Profile: Kyle Goetz

Kyle Goetz is a tax manager. He has worked at WNDE for four years, focusing in mid-market manufacturing, wholesale distribution and property transactions. His responsibilities include managing the department’s continuing professional education, engaging in IT practices and assisting with on-campus recruiting.

He was born and raised in Garden Grove, attending Pacifica High School. Afterwards he attended Cal Poly San Luis Obispo, where after taking his first financial accounting class decided to focus in the area. He graduated from Cal Poly San Luis Obispo with a Bachelor of Science in Business Administration, with emphases in Accounting and Finance, with a minor in Economics in 2008. He is a member of AICPA and CalCPA.

WNDE Hires 15

White Nelson Diehl Evans is pleased to welcome 15 new employees. Twelve will work in the Irvine office: a tax senior, an audit senior, two tax juniors and eight audit and tax interns. Three will work in the Carlsbad and Escondido offices: one tax junior and two tax interns.

The new Irvine employees include:

Tax Senior

Michon Downs – Michon was previously employed at a CPA firm in El Paso, Texas.

Audit Senior

James Brown – A Biola University graduate, James previously worked at a CPA firm in Brea.

Extension of Time to File Affordable Care Act (ACA) Information Returns

Generally, any employer that had 50 or more full-time employees during the calendar year ended December 31, 2014 is classified as an “Applicable Large Employer” (ALE) for 2015 under provisions of the Affordable Care Act (ACA). An ALE is required to file certain ACA Information Returns for the calendar year ended December 31, 2015. During 2015, our firm issued two newsletters regarding these rules.

On December 28, 2015, the IRS issued Notice 2016-4, extending the dues dates for filing ACA Information Returns for the 2015 calendar year, which must be filed in 2016. Key information from Notice 2016-4 is set forth below. If your business is classified as an “Applicable Large Employer” (ALE), these extended due dates apply to you.

Tax Tip: Cut Taxes and Save on Energy Bills with Home Energy Credits

You can reduce your taxes and save on your energy bills with certain home improvements. Here are some key facts that you should know about home energy tax credits:

Non-Business Energy Property Credit

• Part of this credit is worth 10 percent of the cost of certain qualified energy-saving items you added to your main home last year. This may include items such as insulation, windows, doors and roofs.

Contact Us

White Nelson Diehl Evans LLP
2875 Michelle Drive, Suite 300
Irvine, California 92606
Tel 714.978.1300
Fax 714.978.7893 sjones@wndecpa.com Need Information on Our Services?
Please Click Here to Request Information or to be Contacted.

Kyle Goetz

Office Locations:
2875 Michelle Drive, Ste. 300, Irvine, CA 92606
2965 Roosevelt Street, Carlsbad, CA 92008
613 W. Valley Parkway, Ste.330, Escondido, CA 92025
E: sjones@wndecpa.com | (714) 978-1300 | www.wndecpa.com

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