March 2018 Newsletter

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(714) 978-1300
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Welcome

Welcome to this month’s issue of KnowledgeApplied. In this issue, we lead off with an article about the new withholding tables that have been released related to tax reform. We also have an article for real estate owners and investors detailing how tax reform might affect them. And, we’ve included information on the upcoming Fiduciary Summit in which one of our partners, Mike Glaab, will be participating, as well as a profile of one of our new partners, Gary Crouch. Finally, we conclude with a tax tip relating to the Taxpayer Bill of Rights.

Thanks for reading,
Paul Treinen
Managing Partner

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New Withholding Tables Released

You may soon see an increase in your net check as a result of tax reform. The Tax Cuts and Jobs Act made a number of changes for 2018 that affect individual taxpayers, including an increase in the standard deduction, repeal of personal exemptions, a reduction in tax rates and widening of the lower tax brackets. The Internal Revenue Service released Notice 1036, which provides updated...

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Tax Reform Changes Related to Real Estate

The Tax Cuts and Jobs Act of 2017 includes many new changes that are relevant to taxpayers who own real estate or are involved in real estate related activities. The changes as outlined below relate to Individuals and Real Estate, Accelerated Depreciation, Recovery Periods for Real Estate, Section 199A Deduction for Qualified Business Income, §1031 Tax-Deferred Exchanges, New Limitations on...

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WNDE Partner to be Featured Speaker at Southern California Fiduciary Summit

Mike Glaab, CPA, an audit and assurance partner with WNDE, will be a featured speaker at the 2018 Southern California Fiduciary Summit on Thursday, March 22, 11 a.m. – 3:30 p.m. at the Water Grill South Coast Plaza, 3300 Bristol Street, Costa Mesa. As part of a professional panel at the Summit, he will discuss common mistakes and audit issues, and offer recommendations for sponsors and...

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Partner Profile: Gary Crouch

Gary Crouch is an audit and assurance partner who joined the WNDE team in 2017. He is a CPA licensed in both California and Louisiana. Gary is from New Orleans. He earned a Bachelor of Science in Accounting from the University of New Orleans and a Masters of Business Administration from Pepperdine University. He had originally intended to become an attorney, but after earning his undergraduate...

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Things to Know about the Taxpayer Bill of Rights0

In the summer of 2014, the IRS released a document known as the Taxpayer Bill of Rights. The IRS aggregated all of the rights that taxpayers are afforded under the tax code into this one document so that they could be more easily accessed and referenced. While this information has always been available, releasing the summarized list was a necessary step in informing the public of their...

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