As the year draws to a close, it’s time to engage in financial housekeeping to ensure that you’re making the most of your money. Year-end tax planning is a crucial aspect of managing your finances, and with 2024 on the horizon, it’s the perfect time to implement strategic measures to optimize your tax situation. In this blog post, we’ll explore some key tips for year-end tax planning that can help you minimize your tax liability and maximize your financial well-being. Review Your Income and Expenses: Start your year-end tax planning by conducting a thorough review of your income and expenses
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Manny Trelles
New Audit Senior Joins WFY’s Audit Department
This month, Wright Ford Young & Co. had the pleasure to welcome a new Audit Senior to our firm: Diana Bocanegra. Welcome to the WFY team! Diana Bocanegra Diana Bocanegra graduated from Cal State University, Los Angeles, and started working in a small accounting firm. Initially, she worked in taxation for a year before moving to audit. After moving to audit, Diana worked at RSM for nearly six years and her career flourished. Diana enjoys spending time with her family, friends, and her three dogs in her free time outside of the office. Interested in joining WFY in one of
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Students Falling Victim to Fraud When Applying for Scholarships
by Carissa DeLuca, CPA, CFE Audit Manager School is in, and many high school seniors have started the daunting process of looking for scholarships to help with their future college plans. For many, this is an absolute necessity which has made space for opportunistic fraudsters. Here are some fraud red flags students and parents should look out for: Application fees for scholarships, especially paid via Zelle, Venmo or Cash App Upfront fees to guarantee financial aid Emails, texts or letters requiring personal information (including social security number, bank information, etc.) Offers for low interest student loans based on
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Awards
Jennifer Marshall
Nicole Wiriadi
Nancy Van Lanen
Albert Yang
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