Monthly Archives November 2019

Proud Sponsor of the OCCF’s 30th Anniversary Annual Meeting

Wright Ford Young & Co. was proud to be a Gold Partner sponsor of the Orange County Community Foundation’s 30th Annual Meeting at the Hotel Irvine on November 20th. Over 730 attendees shared in the inspirational tributes and recognized success of the OCCF’s philanthropic impact on Orange County individuals, families, and businesses over the last three decades.  The Wright Ford Young & Co. colleagues and guests who joined the celebration were Bob Wright, Dean Smith, Andy Bautista, Richard Huffman, Janet Kim, Albert Yang, Darin Schott, Carissa DeLuca and Brad Weber. To find out more about OCCF, click here.
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Categories: Company News and Newsletter and Updates.

Meeting with Congressman Kevin Brady

Wright Ford Young & Co. partners Richard Huffman and Hani Sharestan met congressman Kevin Brady, the main architect of the recent tax law changes TCJA, and had the opportunity to discuss tax policy and the economy. Congressman Brady shared successes and opportunities resulting from the various tax reduction measures but emphasized that more challenges are ahead.  
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Categories: Newsletter and Updates.

Year-End Tax Saving Moves for Individuals

Since 2019 is coming to a close now is the time to take action to proactively reduce your tax liability before the new year. Included are a few strategies that may help with your tax situation: Harvest stock losses while substantially preserving one’s investment position.  This can be accomplished by selling the shares and buying other shares in the same company or another company in the same industry to replace them, or by selling the original shares then buying back the same securities at least 31 days later.2. Apply a bunching strategy to deductible contributions and/or payments of medical expenses.
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Categories: Newsletter and Updates.

WFY Sponsors TACA’s 13th Annual Ante Up for Autism Benefit Gala

WFY was proud to be a Full House Sponsor of TACA’s 13th Annual “Ante Up for Autism” benefit gala. The Autism Community in Action’s (TACA) Orange County chapter held its 13th annual “Ante Up for Autism” fundraising gala on Saturday October 26, 2019 at the Waterfront Beach Resort in Huntington Beach. Wright Ford Young & Co. was proud to continue its long standing support of TACA through a program sponsorship of the very successful event. TACA is a national nonprofit 501(c)(3) organization founded in 2000 by Glen and Lisa Ackerman with the mission to provide education, support and hope to
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Categories: Company News and Newsletter and Updates.

WFY Partner Kahni Bizub as Panelist at 2019 Business Owner Summit

On November 8th, WFY Senior Tax Partner, Kahni Bizub, will be one of the panelists for WealthWise Financial Services’s 2019 Business Owner Summit. The 2019 Business Owner Summit is a day-long event which includes discussing topics such as scaling your business, income tax strategies, retirement plans strategies, and more. The keynote speakers are Jacob M. Gerber, an equity & multi-asset investment director, and E. Luke Farrell, a fixed income investment director. Kahni Bizub’s specialty is tax planning and compliance services for closely-held and family-owned businesses and their key executives in the service, manufacturing, and distribution industries. She has served some
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Categories: Company News and Newsletter and Updates.