Estate & Trust Planning

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Contact a member of the WNDE Estate & Trust Services Team today by calling:

Download Our Estate & Trust Services Brochure

Estate and Trust Services

Taking Control of Your Legacy

Are you leaving your legacy up to chance? Do you want your wealth to go to family members or a beloved charity? Determining how to preserve your wealth can sometimes feel overwhelming; however, failing to set up a proper plan could mean your legacy won’t be up to you. Our knowledgeable team of accounting professions are experienced in all aspects and issues that are unique to estates and trusts. Estate and trust accounting can be very complex and requires a detailed understanding of federal and state taxation issues. We understand both the emotional and financial elements involved. Our estate and trust team have the knowledge and ability to work with you and your estate and trust attorney to plan your estate to minimize both income and estate taxes. In addition, we offer a wide range of related services including probate accounting, annual trust income tax return preparation, and gift and estate tax return preparation. Better planning now can lead to more dollars for your designated beneficiaries.

Trust WNDE for Your Accounting and Advisory Needs

With more than 90 years of experience providing high-quality audit, tax, and management advisory services, White Nelson Diehl Evans is eager to help you reach your full financial potential. Our mission is to deliver quality, integrity, and balance in all aspects of client service. We achieve this mission by seeking to gain a complete understanding of your goals and aspirations, then we work tirelessly to help you achieve them. It’s as simple as this—at WNDE, your  success is our success.

Simplifying the Process

Ben Franklin said “…in this world nothing can be said to be certain, except death and taxes.” At WNDE, we believe you should plan for both. Our Estate and Trust team is uniquely skilled to guide you through the planning process to ensure you are maximizing the amount of wealth you leave behind.

Contact us today to discuss how we can help you design a plan centered around your goals.

What Can You Expect?

When you partner with WNDE, you will receive customized services to fit your
individual needs. We offer a full range of services tailored to estate and trust
planning, including:

  • Business and exit strategies
  • Business discount analysis
  • Cash management and saving
  • Family and charitable gifting
  • Life insurance analysis
  • Multi-generational estate planning
  • Tax planning and compliance

Tax Services

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Talk with a Tax Services Team Member today by calling:

Download Our Tax Preparation Services Brochure

Tax Planning Preparation

Whether you are an individual or an entity, income taxation has rarely been as complex as its current state. We help our clients navigate an extremely complicated and rigorous tax code.

We believe educating our clients on the respective tax rules is as important as planning and compliance in and around their tax situation. There are few “gimmes” as it relates to tax rules and therefore planning is extremely important. Our planning process is a transparent and thoughtful process. It entails a careful question-and-answer process designed to understand our client’s goals and pressure points and translate these into net cash savings. There is no silver bullet as it pertains to tax planning or no one-size-fits-all.

Our tax planning considers both short-term and long-term goals of our clients. These goals are linked; often times short-term gratification can get in the way of long-term strategies. Because of this our planning considers your long-term strategies as well.

We don’t view tax planning as a one-time event during a year in fact we believe it is a constant process that should be readdressed at pivotal times during the year.

“At WNDE, our tax practice philosophy is to be extremely proactive in client relationships. We encourage ongoing communication. We endeavor to provide sophisticated tax planning services and see it as our obligation to act as advocates for our clients. We are a “go to” resource for complex financial issues, and are always available on a real-time, as needed, basis. We partner with our clients to meet compliance requirements, positively impact the bottom line, and minimize taxes.”

– Dave Krickl
Tax Partner

Accounting & Bookkeeping

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Talk with an Accounting & Bookkeeping Team Member today by calling:

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Accounting & Financial Support Services

When You Need an Expert in Your Corner

As a business owner, you face a multitude of challenges. Every day you make decisions that can have a big impact on your organization’s ability to survive. Are you confident that you are making the right choices for your business? Are the decisions you’re making based on good financial information?

Empowering You To Make The Right Business Decisions

With the White Nelson Diehl Evans LLP professionals on your side, you can spend less time puzzling over numbers and more time focused on your business. We are equipped to help you through a wide range of accounting functions, from daily operations to key business decisions—and everything in between. Our goal is to ease your burden, give you peace of mind, and provide a clear path forward for your business. We are committed to supporting your growth, communicating clearly, and being there for you through the good and the bad.

The WNDE Difference

White Nelson Diehl Evans LLP is the premier regional CPA firm in Southern California providing accounting and bookkeeping services to business, management, government, and nonprofit organizations. For more than 90 years, we have offered guidance on critical decisions that help our clients identify opportunities, reduce risk, trim costs, improve profitability, and ultimately reach their goals.

To learn more about our accounting and financial support services, contact a WNDE team member today.

What Can You Expect?

On a monthly, quarterly or annual basis, WNDE offers thorough and professional accounting, bookkeeping and financial support services tailored to your individual needs, including:

Accounting Services

  • Financial statement preparation
  • Personal financial statements
  • Bookkeeping services
  • Bank & credit card reconciliations
  • General ledger maintenance
  • Budget development, implementation & monitoring
  • QuickBooks assistance
  • Familiar with various accounting software

Cash Management

  • Check writing
  • Accounts payable
  • Accounts receivable

Government Reporting

  • Sales tax administration
  • Property tax administration
  • Business licenses
  • Form 1099 and 1096
  • Payroll tax administration

Payroll

  • Payroll processing
  • Tax deposits
  • Payroll compliance reporting
  • Computerized payroll services

Tax Services

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Talk with a Tax Services Team Member today by calling:

Download Our Tax Services Brochure

Tax Services

Identifying Missed Opportunities

I am proud to be paying taxes in the United States. The only thing is I could be just as proud for half of the money.” – Arthur Godfrey

We all bear the responsibility of paying taxes; however, no one wants to pay more tax than absolutely necessary. Unfortunately, too many business owners are unaware of the opportunities available to their industry and end up paying a higher tax bill than needed.

Trusting an Advisor Who Understands Your Industry

When it comes to taxes, there are many factors that must be taken into consideration. From shifting legislation and unpredictable business earnings to the ups and downs of the marketplace, you need to rely on the guidance of a professional who can apply their tax knowledge to your specific industry. Through appropriate tax planning, a skilled advisor will help you minimize your tax obligation by maximizing deductions and/or taking advantage of available tax credits.

The WNDE Difference

With nearly a century of experience in the area of tax planning and compliance, White Nelson Diehl Evans LLP is uniquely skilled in helping businesses and their stakeholders reduce their tax liability. We stay on top of the rules and regulations to ensure we are providing you with accurate and timely information focused on enhancing the performance of your business.

When you choose WNDE as your tax advisor, you choose a firm committed to identifying every money-saving opportunity available to you and your business. Contact a tax department team member today to set up a consultation.

What Can You Expect?

WNDE offers thorough and professional tax services tailored to your individual needs, including:

Tax Planning & Preparation

  • 1031 exchanges
  • Business tax
  • Compliance
  • Entity formation
  • Entity selection
  • International tax
  • Multi-state tax planning and compliance
  • Personal tax
  • Real estate strategies
  • State and local tax
  • Tax credits and incentives

Strategic Tax Planning

  • Buy/sell due diligence
  • Cost segregation strategies
  • Hiring credits
  • IC-DISC
  • Insurance captives
  • Research & development tax credits
  • Transactional tax consulting

Estate and Trust Planning and Preparation

  • Cash management and saving
  • College education funding
  • Discount analysis
  • Exit and succession planning
  • Family and charitable gifting
  • Life insurance analysis
  • Multi-generational estate planning

Audit

Audit Services

Finding Value in Your Audit

In today’s volatile business environment, owners must have a complete and accurate understanding of the state of their organization’s financial position in order to ensure their operations are effective. This is typically accomplished through an audit. Audits can be useful in understanding the financial health of an organization and in accessing internal control systems and related weaknesses. We believe that an effective audit engagement can play a key role in identifying opportunities for growth and improved financial performance.

Removing the Burden Through Intense Planning

Let’s face it – most companies don’t enjoy the audit process. It can be disruptive and time consuming. At WNDE, we know that effective planning and scheduling can significantly improve the process for all parties. Our process is seamless and reduces the burden often associated with an audit. To avoid these issues, you need an auditor who will properly plan their execution and customize the process to fit your company.

The WNDE Difference

At White Nelson Diehl Evans LLP, we help businesses improve their financial position by performing innovative and effective audits. Through intense planning and open communication, our talented professionals are committed to streamlining the process and reducing the strain on your team. We begin by getting to know your business and assessing your financial reporting risk. We then put together a strategic plan that allows you to evaluate the process prior to the execution of the audit.

At WNDE, we specialize in financial accounting and audits, ERISA compliance, nonprofit, and government audit services. In addition, we are highly skilled in performing due diligence for mergers and acquisitions. And as a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center and the BDO Alliance, you can be sure we have the most up-to-date resources available to help you identify weaknesses and discover new ways to save you money.

In addition to meeting compliance requirements, a quality audit experience can be efficient and deliver value to an organization’s management. Contact a WNDE team member today to learn how we are transforming the process through innovation and efficiency.

What Can You Expect?

WNDE offers thorough and professional audit services tailored to your individual needs, including:

  • Traditional GAAP audits
  • Reviews and compilations
  • Employee Benefit Plan ERISA audits
  • Government A-133 single audits
  • Nonprofit Organizations
  • ESOPS

  • Due diligence for mergers & acquisitions
  • Quality of earnings reviews
  • International Financial Reporting Standards (IFRS)
  • Agreed upon procedures engagements
  • Contractual agreement compliance

Advisory

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Talk with an Advisory Team Member today by calling:

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Advisory Services

When You Need More Than an Accountant

According to a survey by tech giant, Accountex, 72% of small business owners changed accountants because their advisor did not offer proactive advice. A separate survey by the American Institute of CPAs showed that 78% of accountants feel they should be preparing their clients for the complex challenges of the future marketplace. Unfortunately, too many CPAs are stuck in the rut of reacting to issues instead of catching them ahead of time. If that sounds like your situation, then maybe it’s time to reevaluate your expectations of your accounting firm.

Empowering You to Make the Right Business Decisions

Understandably, most small business owners are eager to receive anticipatory guidance and advice from their accountant. At White Nelson Diehl Evans LLP, we go beyond technical accounting to analyze your performance and offer recommendations on actions you can take to position your business for a stronger future. Essentially, we give you the tools to make the best decisions for you and your business. Our goal is to become your trusted advisor by learning as much as we can about your industry, adjusting our processes to handle your growth, maintaining an open line of communication, and standing with you through the ups and downs of the economy.

The WNDE Difference

White Nelson Diehl Evans LLP is the premier regional CPA firm in Southern California providing advisory services to businesses, management, government and nonprofit organizations. For more than 90 years, we have been offering guidance on critical decisions that help our clients identify opportunities, reduce risk, trim costs, improve profitability and ultimately reach their goals.

To learn more about our proactive advisory services, contact a WNDE team member today.

What Can You Expect?

WNDE offers thorough and professional services tailored to each client’s individual needs, including:

Business/Management Support Services

  • 401(k) employee benefit plan ERISA audits
  • Accounting system design, setup, and training
  • Agreed-upon procedures engagements
  • Budget preparation and analysis
  • Budgeting, bookkeeping and cash flow management
  • Cash flow forecasts and projections
  • Cost-containment strategies
  • Growth planning and funding
  • Internal control studies
  • Merger & acquisition support
  • Payroll, property, and sales tax advice
  • Policy development
  • Exit & succession planning

Cybersecurity Consulting Services

  • Assess vulnerabilities & determine compliance
  • Recommendations & implementation
  • Incident response plans
  • Employee cyber-security training programs
  • Monitoring & managed security services

Government Advisory Services

  • Business license tax reviews
  • Design of accounting procedure manuals
  • Fraud investigations
  • Human resource and payroll services
  • Internal control reviews
  • Litigation support services
  • Economic development services
  • Tax consulting for employee compensation and benefit plans
  • Transient occupancy tax and other franchise reviews

Nonprofit Advisory Services

  • 403(b) pension plan/ERISA audits
  • Compliance and program specific audits
  • Financial audits applying government auditing standards
  • Form 990 preparation and compliance
  • Fraud studies, prevention, and detection
  • Internal controls studies

ESOP

THE PRESSURE OF MANAGING YOUR ESOP

Employee stock ownership plans (ESOPs) offer distinct opportunities, but they also present a particular set of difficulties. Managing an ESOP requires in-depth knowledge of financial components and extensive experience in establishing a plan.

Experience Matters

WNDE’s team of Employee Stock Ownership Plan professionals has vast experience in providing tax, accounting, and advisory services to employee-owned companies throughout the country. We work with clients in various industries, guiding them from the feasibility phase all the way through to the closing transaction. We know how to look for possible alternatives and will guide you through the tax implications of an ESOP.

The WNDE Difference

With nearly a century of service under our belt, White Nelson Diehl Evans is prepared and eager to help you reach your full potential. Our mission is to deliver quality, integrity, and balance in all aspects of client service. We achieve this mission by seeking to gain a complete understanding of your goals and aspirations, then working tirelessly to help you achieve them. It’s as simple as this—at WNDE, your success is our success.

To learn more about our ESOP services, contact a WNDE team member today.

What Can You Expect?

WNDE offers thorough and professional ESOP services tailored to your individual needs, including:

Services

  • Consultation in applying ESOP accounting
  • Employee communications
  • Entity and transaction structuring
  • ESOP feasibility studies
  • ESOP plan audits
  • Financial statement audit, review, and compilation
  • Litigation support
  • Mergers and acquisition due diligence
  • Succession planning and executive compensation studies
  • Tax structuring and planning/preparation
  • Termination guidance
  • Transaction opinions
  • Valuation updates

Clients

  • Legal advisors
  • Lenders
  • Owners/sellers
  • The ESOP plan
  • Trustee

ERISA Audits

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Talk with a ERISA Audits Team Member today by calling:

Download Our ERISA Audits Services Brochure

CUTTING CORNERS CAN BE COSTLY

Yearly ERISA audits are an unfortunate reality for companies with 100 or more employees. Because of the frequency of these audits, many organizations are tempted to trim costs by hiring smaller, less-experienced firms. While this may save money initially, inaccurate and untimely audit results can expose your business to big penalties.

Timely And Accurate Results From Trained Professionals

When it comes to ERISA audits, the WNDE professionals are tried and true. We have vast experience evaluating compensation and contribution issues. This positions us to easily identify problems and make key recommendations that often include lower-cost alternatives. As a member of the American Institute of Certified Public Accountants’ Employee Benefit Plan Audit Quality Center, we are held to a high standard. Additionally, as part of our commitment to providing quality ERISA audits, we attend annual conferences and perform regular internal training in order to remain abreast of any and all regulatory changes.

The WNDE Difference

With more than 90 years of experience providing high-quality audit, tax, and management advisory services, White Nelson Diehl Evans LLP is eager to help you reach your full potential. Our mission is to deliver quality, integrity, and balance in all aspects of client service. We achieve this mission by seeking to gain a complete understanding of your goals and aspirations, then working tirelessly to help you achieve them. It’s as simple as this—at WNDE, your success is our success.

To learn more about our ERISA audit services, contact a WNDE team member today.

What Can You Expect?

WNDE offers thorough and professional accounting and bookkeeping services tailored to your individual needs, including:

  • 401(k) plans
  • 403(b) and 401(a) plans
  • Defined benefit plans
  • Defined contribution plans
  • Health and welfare benefit plans
  • Employee stock option plans (ESOP)
  • Plans requiring 11K SEC filings
  • Profit-sharing plans