October Newsletter

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Welcome to this month’s issue of KnowledgeApplied. In our lead article, we review how the ACA is impacted by the size of your workforce.   We feature an article the creation of the Qualified Improvement Property depreciation category. Our spotlight article features one of our senior audit managers, James Murrey.  We have included a tax tip article on making sure your tax withholdings are correct.  And, we conclude with an article on turning tragedy into something good by our tax partner Mark von Rotz and his wife Kristyn.

Thanks for reading,
Dave Doran
Managing Partner


ACA & Employers: How the Size of Your Workforce Affects Your Responsibilities

how will the size of your workforce affect your business

Two parts of the Affordable Care Act are relevant only to applicable large employers (ALEs). These are the employer shared responsibility provisions and the employer information reporting provisions for offers of minimum essential coverage.   Whether an employer is an ALE is determined each calendar year, and generally depends on the average size of an employer’s workforce during the prior...

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Replace with QIP Post

vector image graduation cap on pile of moeny

Money you paid for higher education in 2015 can mean tax savings in 2016. If you, your spouse or your dependent took post-high school coursework last year, there may be a tax credit or deduction for you. Here are some facts from the IRS about key tax breaks for higher education. The American Opportunity Credit (AOTC) is: Worth up to $2,500 per eligible student. Used only for the first...

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Manager Profile: James Murrey

james murrey profile spotlight

James Murrey is a Tax Manager, overseeing engagements and reviewing various types of income tax returns including partnerships, s-corporations, c-corporations, individuals and trusts.  He also works with the audit team, preparing and reviewing deferred tax calculations (FAS 109). He serves clients in a wide variety of industries including retail, real estate, manufacturing, construction and...

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Check Your Tax Withholding this Summer to Prevent a Tax-Time Surprise

summer tax suprise

Each year, many people get a larger refund than they expect. Some find they owe a lot more tax than they thought they would. If this has happened to you, review your situation to prevent a tax surprise. Did you marry? Have a child? Change in income? Life events can have a major impact on your taxes. Bring the taxes you pay closer to the amount you owe. Here are some tips to help you come up with...

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WNDE Partner Mark von Rotz and the Orange County Walk to Remember

walk to remember von rotz

WNDE Partner Mark von Rotz and the Orange County Walk to Remember, sponsored by WNDE, were featured in the September 21, 2016 Orange County Register/Orange City News. In 2004, when an ultrasound revealed the heartbreaking news that their newborn son Joseph had not developed a brain, Mark von Rotz and his wife Kristyn were devastated.  Shortly after learning the news, Joseph died in their...

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“Have the courage to follow your heart and intuition. They somehow know what you truly want to become.” Steve Jobs

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