Archives for Company News

Partner Andy Bautista Featured in Podcast Discussing COVID-19 Topics

October 1, 2020 | by | Comments Off on Partner Andy Bautista Featured in Podcast Discussing COVID-19 Topics

As we continue through this global COVID-19 pandemic, challenges can arise for businesses that were not visible a few months ago.  Our Tax Partner, Andy Bautista, recently contributed to a podcast that discusses common challenges that businesses are facing throughout the pandemic. In this episode of The Business Talks Podcast, Andy begins his discussion on the important tax impacts this year at the 8 minute mark of the podcast. He touches base on topics such as tax planning for 2020, PPP loans, higher potential tax rates with an administration change, and more.  Andy joined other local business specialists Michael Krengel,
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Categories: Company News and Newsletter and Updates.
Tags: accountant, accountants, accounting, accounting firm, business, ca, california, certified public accountants, coronavirus, covid, covid19, cpa, cpa firm, irvine, newsletter, oc, orange county, pandemic, small business, southern california, tax, tax firm, taxation, taxes, wfy, wright ford young, and wright ford young & co.

WFY Welcomes Two New Hires to Audit Department

May 28, 2020 | by | Comments Off on WFY Welcomes Two New Hires to Audit Department

This month, Wright Ford Young & Co. is pleased to announce we have two new hires joining our team. Mimi Duong will be joining as an Audit Staff and Lauren Gilmour will be joining as an Audit Intern in our audit department. WFY is pleased to welcome these new hires to our team. Mimi Duong At the end of May, Mimi Duong started a position with WFY as Audit Staff.  She will be graduating CSUF later this year with a Business Administration degree with a concentration in Accounting.  In her spare time, she enjoys spending time with friends and family,
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Categories: Company News and Newsletter and Updates.
Tags: accountants, accounting, audit, audit department, ca, careers, certified public accountants, cpa, cpa firm, hiring, irvine, jobs, new hires, orange county, southern california, tax, tax firm, taxation, taxes, wfy, and wright ford young.

Quarterly Update: CPA Exam Passed by WFY Employees

March 5, 2020 | by | Comments Off on Quarterly Update: CPA Exam Passed by WFY Employees

Wright Ford Young & Co. enjoys recognizing colleagues and clients on their achievements and success. WFY enjoys the same opportunity to also recognize our employees by spotlighting those professionals on the WFY team that have made great strides to accelerate their career. Passing the Certified Public Accountant (CPA) exam is just one of those career enhancing accomplishments. We would like to congratulate the following WFY employees for recently passing all four parts of the CPA exam in the last three months: Manny Trelles – Tax Supervisor The California CPA exam is a rigorous licensing qualification to pass and has many
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Categories: Company News and Newsletter and Updates.

Six New Hires Join WFY Team

January 23, 2020 | by | Comments Off on Six New Hires Join WFY Team

Wright Ford Young & Co. is proud to announce we are adding six new hires to our team. We have Cheryl Shelton joining our estates & trusts department, and Brody Alcanter, Marzeh Khanjari, Rajbir Singh, Linh Trinh and Diane Waxler-Milne joining our tax department. WFY is pleased to welcome these new hires to our team. Cheryl Shelton In January, Cheryl Shelton started with WFY as an Estates & Trusts Supervisor in our estates & trusts department. She graduated from Cal State Fullerton and continued her education at Western State Law School. Cheryl has worked in accounting for over 15 years.
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Categories: Company News and Newsletter and Updates.
Tags: accountant, accountants, accounting, business, ca, california, certified public accountants, cpa, cpa firm, estates, firm, irvine, new hires, oc, orange county, tax, tax firm, tax law, tax planning, taxation, taxes, trusts, wfy, wright ford young, and wright ford young & co.

WFY’s 2019 Charitable Contributions

January 9, 2020 | by | Comments Off on WFY’s 2019 Charitable Contributions

For over 12 years, Wright Ford Young & Co. has made it a priority to contribute to many non-profits locally and nationally. Since 2007, WFY has been helping to give back by donating 1% of our gross revenues each year to charities as a way to help improve the lives of those around us and those less fortunate. We have donated over $1,253,000 since the program’s formation.  In 2019, WFY made donations to over 20 non-profit organizations – our biggest number of charities to date. We would like to thank all the organizations for everything they do and how much
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Categories: Company News and Newsletter and Updates.

WFY Donates Items to Orangewood Foundation’s Holiday Gift Drive

December 23, 2019 | by | Comments Off on WFY Donates Items to Orangewood Foundation’s Holiday Gift Drive

It’s a time for giving and WFY has done just that. This holiday season, WFY collected dozens of gifts to be donated to Orangewood Foundation’s annual Holiday Gift Drive. For every holiday season, the Orangewood Foundation collects items off a wish list they curated to help young adults transition from the foster system into independent adulthood.  Items such as pillows, cooking utensils, portable chargers, etc. are gathered by dozens of people each year.  This gift drive helps prevent the ongoing cycle of homelessness with young adults in the Orange County area which many experience in their lifetime. WFY makes an
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Categories: Company News and Newsletter and Updates.

Tax Director Melodie Reguero on Tax Planning at Bruin Professionals

December 11, 2019 | by | Comments Off on Tax Director Melodie Reguero on Tax Planning at Bruin Professionals

On Wednesday, November 20th, our WFY Tax Director Melodie Reguero presented at the Orange County Bruin Professionals meeting. Ms. Melodie Reguero spoke on tips about year-end tax planning along with Cheryl Gee from UBS. Year-end tax planning is especially critical this time of year to proactively reduce a taxpayer’s risk exposure and tax liability before the new year. If you are interested in tips about year-end tax planning, read our article on Year-End Tax Saving Moves for Individuals. Reguero regularly attends Bruin Professionals meetings, which is diverse group of UCLA alumni who are established in business. The group focuses on
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Categories: Company News and Newsletter and Updates.
Tags: accounting, bruin professionals, certified public accountants, cpa, cpa firm, orange county, tax, tax firm, tax planning, taxation, taxes, ucla, wfy, wright ford young, and year end tax planning.

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

November 27, 2019 | by | Comments Off on 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.

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

November 8, 2019 | by | Comments Off on 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.
Tags: accountant, accountants, accounting, ante up for autism, autism, benefit gala, ca, california, certified public accountants, cpa, cpa firm, oc, orange county, southern california, sponsor, taca, tax, tax firm, taxation, taxes, wfy, wright ford young, and wright ford young & co.

WFY Partner Kahni Bizub as Panelist at 2019 Business Owner Summit

November 8, 2019 | by | Comments Off on 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.
Tags: accountant, accountants, accounting, business owner summit, ca, california, certified public accountants, cpa, cpa firm, newsletter, oc, orange county, southern california, tax, tax firm, taxation, taxes, wealthwise, wfy, wright ford young, and wright ford young & co.