Archives for wright ford young

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.

WFY Title Sponsors Veterans Legal Institute’s Lawyers for Warriors Event

October 3, 2019 | by | Comments Off on WFY Title Sponsors Veterans Legal Institute’s Lawyers for Warriors Event

Wright Ford Young & Co. had the privilege of serving as the title sponsor to the Veterans Legal Institute’s annual Lawyers for Warriors event on Monday, September 23rd.  Senior audit partner Jeff Myers spoke on Wright Ford Young’s behalf to honor our ongoing partnership with the Veterans Legal Institute. Lawyers for Warriors is an event that started four years ago where over 250 business leaders who represent legal, medical, financial, military, and other professional industries can network, enjoy wine and appetizers, and recognize those legal community leaders who have graciously offered their services to our veteran heroes.  All the proceeds
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Categories: Company News and Newsletter and Updates.
Tags: accountant, accountants, accounting, california, certified public accountants, cpa, cpa firm, lawyers for warriors, orange county, sponsor, tax, tax firm, taxation, taxes, veterans legal institute, vli, wfy, wright ford young, and wright ford young & co.

WFY Attends Meet the Firms at CSUF and NAU

October 3, 2019 | by | Comments Off on WFY Attends Meet the Firms at CSUF and NAU

On Thursday, September 26th, a group of our Wright Ford Young & Co. employees attended California State University, Fullerton’s Meet the Firms event as well as Northern Arizona University’s Career & Graduate School Expo. These type of meet and greet events are a way for students and professionals in the accounting community to network with a wide range of firms from boutique to the Big Four.  We attend these events to educate students about WFY and what we do, and encourage them to get a hands-on learning experience with our firm. Wright Ford Young & Co. thanks California State University,
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Categories: Company News and Newsletter and Updates.
Tags: accountant, accountants, accounting, california, california state university fullerton, certified public accountants, cpa, cpa firm, csuf, firm, meet the firms, nau, norther arizona university, orange county, tax, tax firm, taxation, taxes, wfy, wright ford young, and wright ford young & co.

Cyndi LeBerthon Appointed Chair of CalCPA Peer Review Committee

June 12, 2019 | by | Comments Off on Cyndi LeBerthon Appointed Chair of CalCPA Peer Review Committee

Wright Ford Young & Co.’s Audit Partner, Cyndi LeBerthon, has been appointed Chair of the CalCPA Peer Review Committee for the term 2019 through 2021. This committee of 20 members is responsible for overseeing all peer reviews of CPA firms in California, Arizona and Alaska administered by CalCPA. The peer review committee evaluates the results of the peer reviews, determines the need for follow up remedial or corrective actions, and oversees the performance of AICPA qualified peer reviewers in California, Arizona and Alaska. These measures taken ensure compliance with the AICPA Peer Review Program. Cyndi has served on the peer review committee since
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Categories: Industry News and Newsletter and Updates.
Tags: accountants, accounting, audit, ca, calcpa, certified public accountants, cpa, cpa firm, cyndi leberthon, irvine, orange county, peer review committee, tax, tax firm, taxation, wfy, wright ford young, and wright ford young & co.

WFY Tax Department is Hiring

June 5, 2019 | by | Comments Off on WFY Tax Department is Hiring

Wright Ford Young & Co. is seeking qualified candidates to join our tax department team! We are looking for hard-working, dedicated people who are willing to learn and flourish in their careers.  Full-time positions are available for the following departments: Tax Department Tax Professional (at least 3 years of experience) If you are interested and qualified for the position above, please email your resumes careers@cpa-wfy.com or go to our Careers page.
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Categories: Job Postings and Newsletter and Updates.
Tags: accountant, accounting, career, certified public accountants, cpa, cpa firm, hiring, irvine, job, orange county, professional, southern california, tax, tax firm, taxation, wfy, and wright ford young.

WFY Hosts MGI North America West Coast Area Meeting

April 4, 2019 | by | Comments Off on WFY Hosts MGI North America West Coast Area Meeting

On January 4th, Wright Ford Young & Co. hosted the MGI North America West Coast Area Meeting at our offices in Irvine, CA. Joe Tarasco, Regional Director, and Nancy Damato, Director of Marketing, starting the meeting off by talking about key points such as MGI North America new member recruiting initiatives and activities, marketing assessment calls/web meetings with MGI North America members, a guide about foreign companies doing business in United States, and upcoming conferences. The meeting continued with discussions concentrating on MGI firm collaboration and practice management updates along with topics including business development, technical and niche areas, succession
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Categories: Industry News and Newsletter and Updates.
Tags: accountants, accounting, business development, certified public accountants, cpa, meeting, mgi, mgi north america, networking, newsletter, succession planning, tax, tax news, tax season, taxation, wfy, and wright ford young.

When Does a Resident Become a Nonresident?

March 6, 2019 | by | Comments Off on When Does a Resident Become a Nonresident?

According to a recent SFGate poll, 53% of Bay Area residents interviewed want to leave California.(1) We have been hearing similar comments from seminar attendees across the state, and we know many of you have clients who are attempting to “move out of California.” Keep in mind, one of the FTB’s longest running, and most active, audit programs is the residency audit program. The FTB looks closely at a taxpayer who moves from California, and often they are high income taxpayers who have large amounts of income after they change their residency to another state. However, lower income taxpayers can
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Categories: Newsletter and Updates.
Tags: accountants, accounting, california, certified public accountant, cpa, ftb, irvine, nonresident, orange county, resident, spidell, tax, taxation, taxes, taxpayer, wfy, and wright ford young.

New Partnership Audit Rules for 2018 Tax Filing Year

February 7, 2019 | by | Comments Off on New Partnership Audit Rules for 2018 Tax Filing Year

For the 2018 tax filing year, there are new Internal Revenue Service (IRS) partnership audit rules [also adopted by the California Franchise Tax Board (FTB)] in which the partnership, not its members, will now be responsible for tax adjustments under audit. There is a very narrowly defined opt-out provision that many partnerships do not qualify for.  Please consider amending the partnership operating agreement to designate a “partnership representative” to represent the company in disputes with the IRS or the FTB.  Also, you should consider including language regarding the responsibility of tax audit adjustments pursuant to the three allowable methods: “amend”,
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Categories: Newsletter and Updates.
Tags: 2018, accountants, accounting, amend, audit, certified public accountants, cpa, ftb, IRS, irvine, method, new rules, partnership audit rules, partnerships, pull in, pull out, tax, taxation, taxes, wfy, wright ford young, and wright ford young & co.

Estate & Trust Department Welcomes Three New Hires

February 7, 2019 | by | Comments Off on Estate & Trust Department Welcomes Three New Hires

As tax season starts, WFY welcomes three new hires to our Estate & Trust department: Lisa Marking, Heena Shah, and Ann Doan.  We are pleased to welcome these new hires to the WFY team. Lisa Marking Lisa Marking joined Wright Ford Young & Co.’s Estate & Trust department as an Estate & Trust manager.  She went to Pepperdine University to receive her undergraduate degree as well as her law degree.  Lisa also attended University of Southern California to receive her Master’s degree in Taxation.  During her free time, Lisa likes to travel and attending music concerts. Heena Shah This month,
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Categories: Newsletter and Updates.
Tags: accountants, accounting, careers, certified public accountants, cpa, estates, estates & trusts, estates and trusts, manager, new hires, staff, supervisor, tax, taxation, trusts, wfy, wright ford young, and wright ford young & co.