October 2017 Newsletter

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Welcome to this month’s issue of KnowledgeApplied. In this issue, we are pleased to begin with another Fraud Series installment from Bill Morgan, CPA, a principal with our firm. We’re pleased to feature an article on the Tax Benefits of Qualifying as a Real Estate Professional by Christina Wenk, a tax and advisory services partner here at WNDE. Our profile this month is of Lindsay Schroeder, who was recently promoted to audit & tax manager in our Carlsbad office. We have a tax tip relating to capital gains and losses, with input from Kyle Goetz, another WNDE tax manager. And, we conclude with a welcome to 11 new staff members with our firm.

Thanks for reading,
Dave Doran
Managing Partner

Fraud Series: Basic Controls Over Wire Transfers

The following is the next installment in WNDE's series on fraud authored by Bill Morgan, principal at WNDE.  In October’s WNDE newsletter, we set forth the basic controls that should be in place over wire transfers.  Noted below is a “conceptual model” as to how wire controls could be established to require personal involvement and approvals by multiple high-level company...

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Tax Benefits of Qualifying as a Real Estate Professional

It is not easy to qualify as a real estate professional.  However, if you do qualify as a real estate professional you are entitled to an income tax treatment that may benefit you. Tax Benefits to Real Estate Professionals with Rental Losses Typically, all rental activities are treated as passive activities, regardless of the individual owner’s extent of involvement.  Taxpayers...

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New Manager: Lindsay Schroeder

White Nelson Diehl Evans is pleased to announce the promotion of Lindsay Schroeder to audit & tax manager.  She works in the firm’s Carlsbad office. Lindsay graduated from the University of Arizona with a B.S. in accounting and joined WNDE in 2010.  Her father, Harvey Schroeder, is a WNDE partner.  She specializes in governmental and non-profit accounting and auditing as well as...

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Capital Gains and Losses - Ten Helpful Facts to Know

When you sell a capital asset, the sale normally results in a capital gain or loss. A capital asset includes most property you own for personal use or own as an investment. Here are 10 facts that you should know about capital gains and losses: Capital Assets. Capital assets include property such as your home or car, as well as investment property, such as stocks and bonds. Gains and...

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WNDE Welcomes 11 Staff Members0


White Nelson Diehl Evans is welcoming 11 full-time audit and tax juniors.  These staff members include: Audit Department Jesus Barrios, CSUF Graduate – Intern since January 2017 Jeffrey Garrett, Chapman Graduate – Intern since January 2016 Tony Hoang, UCI Graduate – Interned Spring 2017 Brittany Weston, CSUF Graduate – Intern since January 2016 Tax Department Sam...

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“Success is not final; failure is not fatal: It is the courage to continue that counts.” Winston Churchill

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All Rights Reserved.

Office Locations:
2875 Michelle Drive, Ste. 300, Irvine, CA 92606
2965 Roosevelt Street, Carlsbad, CA 92008
613 W. Valley Parkway, Ste.330, Escondido, CA 92025

(714) 978-1300

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