March 2017 Newsletter

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Welcome to this month’s issue of KnowledgeApplied. In this issue, we open with an article on what might be expected in regards to tax reform under the new Trump Administration.  The article features insights from Paul Treinen, one of our WNDE tax partners, and co-managing partner.  Our manager profile this month is of Melissa Hou, a tax manager in our Irvine office. Filing a paper tax return is becoming a thing of the past, so for the few of you who still do, we’ve included a piece offering seven reasons why everyone should eFile, with input from Candy Huie, another WNDE tax partner. We also have an article on M&A strategies and we conclude with a piece about our 11 new interns, four of whom participated in our Summer Leadership Program last summer.

Thanks for reading,

Dave Doran
Managing Partner



WNDE Partner Paul Treinen Discusses Prospects for Tax Reform

paul treinsen wnde trump tax rate review

U.S. businesses and individuals are, for the most part, hopeful of tax reform legislation this year as both the White House and U.S. Congress are focused on improving productivity and growth.  With the GOP in control of the White House and both the House and Senate, it appears that comprehensive tax reform may be within reach.  Some pundits are hopeful that we may see tax reform legislation by...

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Manager Profile: Melissa Hou

wnde melissa hou cpa manager profile

Melissa Hou, CPA, MST, is a tax manager.   In this role, she works with clients in a wide variety of industries including distribution, manufacturing, sales, business and professional services, real estate and non-profit organizations.  She specializes in rental real estate, real estate development and real estate investment.  She joined the WNDE team in 2015. Melissa was born in Taiwan...

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Developing a Mergers and Acquisitions Strategy

mergers and acquisitions

Mergers and acquisitions are an important part of the strategic long-term management of a company. So just what is a mergers and acquisition strategy?  A company merger is defined as the consolidation of companies or assets into one where the acquired company ceases to exist, and a company acquisition is when one company purchases another and the acquired company remains in place. The...

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Seven Reasons Taxpayers Should E-file their Taxes in 2017

learn the 7 reasons you should e-file your taxes in 2017

Taxpayers who still file paper returns may find now is the best time to switch to e-file. Last year over 85 percent of taxpayers filed their taxes electronically. There are really no good reasons to paper file, said WNDE Partner Candace Huie, unless a filer is specifically prohibited from E-filing.  E-file is the fastest and safest way to file. Here are the top seven reasons a taxpayer should...

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WNDE Welcomes 11 New Interns

WNDE has welcomed 11 new interns: Sam Aarons (senior, attending CSULB, working in the tax department), Lucas Alfonso (junior, Chapman, working in the audit department), Jesus Barrios (junior, CSUF, audit), Clayton Dowdy (senior, Cal State San Marcos, tax, Carlsbad office), Tony Hoang (senior, UCI, audit), Nicole Racine (senior, CSUF, audit), Alelhy Ramirez (senior, CSUF, audit), Dayanara Ramos...

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“The best way to predict the future is to create it.” Peter Drucker

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