Audit & Tax Insights

Audit Insights

The WFY Podcast – WFY Audit Talk (Episode 19)

“What Plan Sponsors Need to Know About The Secure Act 2.0 Part 2”

May 3, 2023 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our eighteenth episode includes Audit Partner Jennifer Haddad discussing part 1 of mandatory provisions to consider from The Secure Act 2.0 in this two-part episode.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Audit Talk (Episode 18)

“What Plan Sponsors Need to Know About The Secure Act 2.0 Part 1”


The WFY Podcast · WFY Audit Talk – What Plan Sponsors Need to Know About The Secure Act 2.0 Part 1

May 3, 2023 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our eighteenth episode includes Audit Partner Jennifer Haddad discussing part 1 of mandatory provisions to consider from The Secure Act 2.0 in this two-part episode.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Audit Talk (Episode 8)

“How To Prepare For Your 2020 Retirement Plan Audit”

June 9, 2021 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our eighth episode includes Audit Director Darin Schott and Audit Manager Carissa DeLuca discussing critical steps to take when preparing for your 2020 retirement plan audit.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Audit Talk (Episode 7)

“Preparing for an Employee Benefit Plan Audit”

May 11, 2021 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our seventh episode includes ERISA Audit Plans Partner Jennifer Haddad and Senior Audit Manager Sarah DeSisto discussing critical steps to prepare for an Employee Benefit Plan audit.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Audit Talk (Episode 4)

“Accounting for PPP Loans”

The WFY Podcast · WFY Audit Talk – Accounting for PPP Loans

February 12, 2021 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our fourth episode includes Managing Partner Jeff Myers and Senior Audit Partner Cyndi LeBerthon discussing PPP loan forgiveness and the four accounting methods for private companies.

Listen to the episode above or click on your preferred platform below:

          

12

Tax Insights

The WFY Podcast – WFY Tax Talk (Episode 20)

“Like-Kind Exchanges: What They Are and How They Can Benefit You

July 12, 2023 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our twentieth episode includes Tax Director Albert Yang discussing what are like-kind exchanges and how they can benefit you or your business.

Listen to the episode above or click on your preferred platform below:

           

The WFY Podcast – WFY Tax Talk (Episode 17)

“The Augusta Rule: Utilize Your Vacation Property as a Tax Planning Tool”

April 13, 2023 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our seventeenth episode includes Tax Director Thomas Kim discussing how to utilize your vacation property or additional homes as a tax planning tool using the Augusta rule.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 16)

“Key Provisions on The Secure Act 2.0

February 24, 2023 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our sixteenth episode includes Tax Manager Manny Trelles discussing key provisions to be aware of for you and your business on the Secure Act 2.0.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 15)

“R&D Cost Capitalization Rules Implemented for Tax Year 2022

January 23, 2023 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our fifteenth episode includes Tax Partner Richard Huffman discussing the rules from Tax and Jobs Act implemented for tax year 2022 regarding the research and development cost capitalization.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 14)

“Tax Law Sunset Changes and Planning Opportunities

August 22, 2022 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our fourteenth episode includes Tax Partner Richard Huffman discussing the tax legislation updates including changes to the 2017 Tax Cuts and Jobs Act that might affect you and your business.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 13)

“Tax Legislation Updates

August 2, 2022 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our thirteenth episode includes Tax Partner Richard Huffman discussing the tax legislation updates that could effect you and your business including the new Manchin-Schumer tax bill.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 12)

“Top 2022 Estate Planning Recommendations

July 21, 2022 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our twelfth episode includes Senior Planning Consultant Gregory Lambourne discussing the top estate planning recommendations for 2022 you should be making in today’s financial climate.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 11)

“Tax Credits for the Food & Restaurant Industry”

January 5, 2022 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our eleventh episode includes Tax Partner Hani Sharestan and Tax Director Albert Yang discussing beneficial tax credits for businesses in the food & restaurant industry including tip credit, ERTC and more.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 10)

“Update on Biden Tax Proposal”

July 28, 2021 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our tenth episode includes Tax Partners Andy Bautista and Richard Huffman discussing an update on Biden’s potential tax law changes including individual tax law changes, corporate tax law changes, and estate tax law changes.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 9)

“Research and Development Credits for Businesses”

June 30, 2021 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our ninth episode includes Tax Partner Hani Sharestan discussing the in’s and out’s of research and development credits and how businesses can qualify.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 6)

“Biden Tax Law Changes”

April 22, 2021 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our sixth episode includes Tax Partners Andy Bautista and Richard Huffman discussing Biden’s potential tax law changes including individual tax law changes and corporate tax law changes.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 5)

“Hot Topics in Accounting”

April 8, 2021 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our fifth episode includes Tax Partners Andy Bautista and Richard Huffman discussing tax return due date changes, employee retention credit, and California PPP conformity status.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 3)

“2020 Tax Planning: CARES Act”

November 19, 2020 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our third episode includes Tax Partners Andy Bautista and Richard Huffman discussing 2020 tax planning in regard to the CARES Act.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 2)

“2020 Tax Planning: PPP Loans”

November 12, 2020 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our second episode includes Tax Partners Andy Bautista and Richard Huffman discussing 2020 tax planning in regard to PPP Loans.

Listen to the episode above or click on your preferred platform below:

          

The WFY Podcast – WFY Tax Talk (Episode 1)

“2020 Tax Planning: Trump and Biden Tax Proposals”

October 29, 2020 – The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could impact you and your business.

Our first episode includes Tax Partners Andy Bautista and Richard Huffman discussing 2020 tax planning in regard to Trump vs. Biden tax proposals.

Listen to the episode above or click on your preferred platform below:

          

The CARES Act – Business Benefits

“How can your business take advantage of the CARES Act benefits?”

April 23, 2020 – WFY Tax Partner Richard Huffman created an informative 15-minute video presentation to illustrate the updated benefits that businesses may qualify for under the CARES Act.