June 2018 Newsletter

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Welcome to this month’s issue of KnowledgeApplied. In this issue, we’re pleased to begin with an article on tax reform’s impact on individual taxpayers, authored by partner Candy Huie. We have our next installment of our fraud series, this article on the detection and prevention of purchasing fraud. Our profile this month is of Jennifer Pugh, one of our audit and assurance partners. We have four talented new staff members; details below. And, we have a piece featuring a former WNDE employee, Lacy Willis, who delivered the keynote speech at Chapman’s Accounting Society Banquet.

Thanks for reading,
Paul Treinen
Managing Partner

Tax Reform’s Impact on Individual Taxpayers

Tax Reform

Tax Reform’s Impact on Individual Taxpayers The “Tax Cuts and Jobs Act,” provides the most sweeping changes to the tax code since 1986. This WNDE post will highlight the changes that are relevant for individual taxpayers. Details Individual tax reform is temporary. Unless noted, the provisions discussed went into effect on January 1, 2018, and expire on December 31, 2025. Ordinary...

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Detection and Prevention of Purchasing Fraud

Purchasing Fraud

Types of Purchasing and Vendor Fraud Some common forms of purchasing and vendor fraud are listed below: • Bribery and corruption (kickbacks, gifts and gratuities to company official and/or employees from contractors and vendors) • Bid-splitting schemes • Change order schemes (often involving the tailoring of job specs to a specific vendor, or using vague or general spec in the...

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Partner Profile: Jennifer Pugh

Jennifer Pugh is an audit and assurance partner. In this role, she provides financial reporting and consulting services to privately-held mid-size for-profit companies, employee benefit plans and non-profit organizations. She specializes in the areas of manufacturing, distribution, professional services, construction and healthcare. She is also in charge of monitoring the firm’s Quality Control...

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Four Join WNDE Staff

WNDE Staff

WNDE is pleased to welcome four new members to the WNDE Staff: Tram Hoang is a tax senior. She earned a B.S. in Finance, Hospitality Management at CSULB and worked previously at Hall & Company CPAs. Connor Kirby is an audit senior. He earned a B.A. in Business Administration with a concentration in Accounting from Cal State Fullerton. He was an assurance intern with WNDE, and an...

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Former WNDE Audit Manager Lacy Willis Addresses Chapman Accounting Graduates0

Chapman University’s Instructor of Accounting Lacy Willis (left), previously an employee of White Nelson Diehl Evans, gave the keynote speech at Chapman’s Accounting Society Banquet on May 9. Her message to the graduating class of 2018, and to those who are embarking on a public accounting career, is that “you have the opportunity to change that perception out there of accountants. You have...

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“Happiness does not come from a job. It comes from knowing what you truly value, and behaving in a way that’s consistent with those beliefs.” Mike Rowe

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