May 2018 Newsletter

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Welcome

Welcome to this month’s issue of KnowledgeApplied. In this issue, we start with an article on the Employee Benefit Plan Compliance Checklist for Plan Fiduciaries. We have included information on how tax reform is affecting entertainment expenses and a profile featuring one of our new partners, Erin Johnson. WNDE participated in the recent ACG awards as a silver sponsor and our Director of Practice Development, Scott Jones, served as co-chair for the event. See below for details.

Thanks for reading,
Paul Treinen
Managing Partner

Employee Benefit Plan Compliance Checklist for Plan Fiduciaries

For plan executives, fiduciary awareness is critical. What you don't know can hurt your plan, your participants and you personally. Under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can be held personally liable for losses to a benefit plan incurred as a result of their alleged errors or omissions or breach of their fiduciary duties. The following key areas should...

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Tax Reform Less Entertaining

Tax Reform eliminates the entertainment deduction for tax years 2018 and forward. Deductions for entertainment expenses will be disallowed and the current 50% limit on the deductibility of business meals is expanded to include meals provided on the business premises of the employer for those employers who have cooking facilities (previously 100% deductible). Business meals, and meals while...

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Partner Profile: Erin Johnson

Erin Johnson

Erin Johnson is a tax and advisory services partner. In this role, she manages client engagements, helps develop the staff and managers at the firm and provides clients with specific guidance on ways they can reduce their tax expense. In addition to her client work, she mentors staff and is involved with WNDE’s Community Outreach program. Her experience includes tax planning and compliance...

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WNDE Director Co-Chairs ACG Awards

ACG Awards

Scott Jones, WNDE’s Director of Practice Development, served as co-chair of the Association for Corporate Growth (ACG) Orange County chapter’s 23nd Annual ACG Awards Gala at the Hotel Irvine on May 3. Nearly 500 executives attended the event. “It was my pleasure to recognize the achievement of so many outstanding Orange County and Inland Empire companies in the middle market space,”...

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