The WFY Podcast: Recent Episodes
The WFY Podcast
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 effect you and your business.
We are a full-service corporate accounting firm in Irvine, CA, providing audit, tax, and business consulting services to closely-held companies, family-owned businesses, and private foundations.
Our passion is to create long term value for our clients by establishing and maintaining mutually beneficial relationships with them, both personally and professionally.
wfy
thewfypodcast
The WFY PodcastEmpowering Veterans Through Legal Aid With VLI's Antoinette NaddourThis new episode of The WFY Podcast includes Tax Partner Hani Sharestan and Veterans Legal Institute's Executive Director and Co-Founder Antoinette Naddour discussing how VLI came to be what it is today and navigating the support for veterans in need.Hani Sharestan, CPATax PartnerWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/hani-sharestan/Antoinette Naddour, ESQ., LLMExecutive Director and Co-FounderVeterans Legal InstituteSee Profile: https://www.vetslegal.com/about-us/staff/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Click the link to learn more about Veterans Legal Institute:https://www.vetslegal.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk - Private Retirement Planning and Trusts with Dustin NicholsThis new episode of The WFY Podcast includes Senior Planning Consultant Gregory Lambourne and guest speaker Dustin Nichols, who is an expert of integrated exemption planning, discussing the ins and outs of private retirement planning and trusts.Gregory Lambourne, Esq.Senior Planning ConsultantWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/gregory-lambourne/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk - Prepare for the Estate and Gift Tax Sunset NowThis new episode of The WFY Podcast includes Estate & Trust Tax Partner Nancy Van Lanen and Senior Planning Consultant Gregory Lambourne discussing what estate planning moves to utilize before the lifetime exemption reduces by the end of 2025.Nancy Van Lanen, CTFA, EAEstate & Trust Tax PartnerWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/nancy-van-lanen/Gregory Lambourne, Esq.Senior Planning ConsultantWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/gregory-lambourne/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk - Like-Kind Exchanges: What They Are and How They Can Benefit YouThis new episode of The WFY Podcast includes Tax Director Albert Yang discussing what are like-kind exchanges and how they can benefit you or your business.Albert Yang, CPATax DirectorWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/albert-yang/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Audit Talk - What Plan Sponsors Need to Know About The Secure Act 2.0 Part 2This new episode of The WFY Podcast includes Audit Partner Jennifer Haddad discussing part two of mandatory provisions to consider from The Secure Act 2.0 in this two-part episode.Jennifer Haddad, CPAAudit PartnerWright Ford Young & Co., Irvine, CASee Profile: www.cpa-wfy.com/about-us/practice…/jennifer-haddad/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Audit Talk - What Plan Sponsors Need to Know About The Secure Act 2.0 Part 1 This new episode of The WFY Podcast includes Audit Partner Jennifer Haddad discussing mandatory provisions to consider from The Secure Act 2.0 in this two-part episode.Jennifer Haddad, CPAAudit PartnerWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/jennifer-haddad/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk - The Augusta Rule: Utilize Your Vacation Property as a Tax Planning ToolThis new episode of The WFY Podcast includes Tax Director Thomas Kim discussing how to utilize your vacation property or additional homes as a tax planning tool using the Augusta rule.Thomas Kim, CPATax DirectorWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/thomas-s-kim/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk: Key Provisions on The Secure Act 2.0This new episode of The WFY Podcast includes Tax Manager Manny Trelles discussing key provisions to be aware of for you and your business on the Secure Act 2.0.Manny Trelles, CPATax ManagerWright Ford Young & Co., Irvine, CAClick the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk: R&D Cost Capitalization Rules Implemented for Tax Year 2022This new episode of The WFY Podcast 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.Richard Huffman, CPATax PartnerWright Ford Young & Co., Irvine, CASee Profile: www.cpa-wfy.com/about-us/practice…ichard-a-huffman/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk: Tax Law Sunset Changes and Planning OpportunitiesThis new episode of The WFY Podcast includes Tax Partner Richard Huffman discussing the tax legislation updates including changes to the 2017 Tax Cuts and Jobs Act that could effect you and your business.Richard Huffman, CPATax PartnerWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk: Tax Legislation UpdatesThis new episode of The WFY Podcast includes Tax Partner Richard Huffman discussing the tax legislation updates that could effect you and your business including the new Manchin-Schumer tax bill.Richard Huffman, CPATax PartnerWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY PodcastWFY Tax Talk: Top Recommendations for Estates & TrustsThis new episode of The WFY Podcast includes Senior Planning Consultant Gregory Lambourne discussing the top estate planning recommendations for 2022 you should be making in today’s financial climate.Gregory Lambourne, Esq.Senior Planning ConsultantWright Ford Young & Co., Irvine, CASee Profile: https://www.cpa-wfy.com/about-us/practice-leaders/gregory-lambourne/Click the link to learn more about Wright Ford Young & Co.:www.cpa-wfy.com/Facebook: @WFYCPALinkedIn: Wright Ford Young & Co.Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: Tax Credits For The Food & Restaurant Industry
This new episode of The WFY Podcast 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.
Hani Sharestan, CPA, MST Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/hani-sharestan/
Richard Huffman, CPA Tax Director Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/albert-yang/
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com/
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: Update on Biden Tax Proposal
This new episode of The WFY Podcast 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.
Andy Bautista, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/andrew-p-bautista/
Richard Huffman, CPA, MST Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com/
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: Research and Development Credits for Businesses
This new episode of The WFY Podcast includes Tax Partner Hani Sharestan discussing the in's and out's of research and development credits and how businesses can qualify.
Hani Sharestan, CPA, MST Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/hani-sharestan/
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com/
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Audit Talk: How To Prepare For Your 2020 Retirement Plan Audit
This new episode of The WFY Podcast includes Audit Director Darin Schott and Audit Manager Carissa DeLuca discussing critical steps to take when preparing for your 2020 retirement plan audit.
Darin Schott, CPA, MBA Audit Director Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/darin-schott/
Carissa DeLuca, CPA, CFE Audit Manager Wright Ford Young & Co., Irvine, CA
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Audit Talk: Preparing For An Employee Benefit Plan Audit
This new episode of The WFY Podcast includes ERISA Plan Audits Partner Jennifer Haddad and Senior Audit Manager Sarah DeSisto discussing critical steps to prepare for an Employee Benefit Plan audit.
Jennifer Haddad, CPA ERISA Plan Audits Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/jennifer-haddad/
Sarah DeSisto, CPA Senior Audit Manager Wright Ford Young & Co., Irvine, CA
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: Hot Topics in Accounting
This new episode of The WFY Podcast 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 and when the plan might go into effect.
Andy Bautista, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/andrew-p-bautista/
Richard Huffman, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com/
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: Hot Topics in Accounting
Our Wright Ford Young & Co. Tax Partners Andy Bautista, CPA, and Richard Huffman, CPA, MST, discuss hot topics in accounting right now including tax return due date changes, employee retention credit, and California PPP conformity status.
Andy Bautista, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/andrew-p-bautista/
Richard Huffman, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/
Click the link to learn more about Wright Ford Young & Co.: https://www.cpa-wfy.com/
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Audit Talk: Accounting for PPP Loans
As companies are preparing their year end financial statements, there is confusion on how the PPP loan should be presented when debt forgiveness was not received as of year end. In this episode of WFY Audit Talk, Managing Partner Jeff Myers and Senior Audit Partner Cyndi LeBerthon will explore the four methods available to private companies and discuss any potential risks associated with each available treatment.
Jeff Myers, CPA Managing Partner and Senior Audit Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/jeff-myers/
Cyndi LeBerthon, CPA Senior Audit Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/cyndi-leberthon/
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: 2020 Tax Planning - CARES Act
Our Wright Ford Young & Co. Tax Partners Andy Bautista, CPA, and Richard Huffman, CPA, MST, discuss 2020 tax planning in regards CARES Act and what benefits they're seeing for their clients.
Andy Bautista, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/andrew-p-bautista/
Richard Huffman, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: 2020 Tax Planning - PPP Loans
Our Wright Ford Young & Co. Tax Partners Andy Bautista, CPA, and Richard Huffman, CPA, MST, discuss 2020 tax planning in regards PPP Loans and what's the right move for your business.
Andy Bautista, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/andrew-p-bautista/
Richard Huffman, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/
Click the link to learn more about Wright Ford Young & Co.: www.cpa-wfy.com
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa
The WFY Podcast WFY Tax Talk: 2020 Tax Planning - Trump and Biden Tax Proposals
Our Wright Ford Young & Co. Tax Partners Andy Bautista, CPA, and Richard Huffman, CPA, MST, discuss 2020 tax planning in regards to each President Trump's and Vice President Biden's tax proposals.
Andy Bautista, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/andrew-p-bautista/
Richard Huffman, CPA Tax Partner Wright Ford Young & Co., Irvine, CA See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/richard-a-huffman/
Click the link to learn more about Wright Ford Young & Co.: https://www.cpa-wfy.com
Facebook: @WFYCPA LinkedIn: Wright Ford Young & Co. Instagram: @wfy_cpa