November 2017 Newsletter

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Welcome to this month’s issue of KnowledgeApplied. In this issue, as the end of the year is nearly upon us, we have an article on year-end tax planning, authored by Candace Huie, tax partner and director of our tax and advisory department, as well as our helpful tax planning guide for 2017. Our profile this month is of Junaid Hassam, a new audit manager at our firm. Wayne Lai gives us his insights in a piece on college tax benefits, and, we conclude with information on our popular 2017 government tax seminars, organized by Bill Morgan, a principal with WNDE.

Thanks for reading,
Dave Doran
Managing Partner

Start Your Year-End Tax Planning Now

As the end of 2017 approaches, it’s time to start thinking about tax planning strategies. However, the current political landscape is causing a great deal of uncertainty about federal tax positions and the best strategies for tax mitigation over the coming years. Since Congress and the presidency are both held by the GOP, and both are pushing for tax cuts and tax reform, we believe such reform...

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2017 Tax Planning Guide Available

To assist you as you prepare to meet with us and file your tax returns for 2017, we want to remind you that our Tax Planning Guide is available online. It shares helpful information about ways you can minimize your tax burden. Click here to access your copy of the Tax Planning Guide. Please contact your White Nelson Diehl Evans LLP representative who can help you map out a tax plan...

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New Audit Manager: Junaid Hassam

Junaid Hassam, CPA, has joined WNDE as a new audit manager.  His areas of expertise include audits, reviews and compilations.  Industries with which he has worked include retail, automotive, real estate, professional services, mining, oil & gas.  His financial reporting expertise includes revenue recognition, consolidations and debt & equity transactions. Junaid was born in...

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Reminder for Parents, Students: Check Out College Tax Benefits

young student holding textbooks and money

With back-to-school season in full swing, the Internal Revenue Service reminds parents and students about tax benefits that can help with the expense of higher education. Two college tax credits apply to students enrolled in an eligible college, university or vocational school. Eligible students include the taxpayer, their spouse and dependents. American Opportunity Tax Credit The...

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2017 Government Tax Seminars0

annual govt seminar wnde

White Nelson Diehl Evans LLP is pleased to present its annual Government Tax Seminars.  This program has been well attended by local government finance professionals throughout California, and has been a respected source of important governmental tax and compliance requirement updates for over 25 years.  This year’s program will address: Key 2017 tax developments affecting...

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