Posts

Gift and Estate Planning

Why Gifting During an Economic Downturn May Be Right for You

Janelle Tokunaga, CPA, MST Wright Ford Young & Co., CPAs   While it may seem like there has been a shortage of good news lately, we wanted to bring your attention to a few bright spots that have come about during our current…
six new hires
,

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…
bruin professionals
,

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…
planning

Year-End Tax Planning Strategies

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. We have compiled a checklist of actions based on current tax rules that may help you save…