22 episodes
The WFY Podcast The WFY Podcast
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- Business
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5.0 • 5 Ratings
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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
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WFY Tax Talk - Private Retirement Planning and Trusts with Dustin Nichols
The WFY Podcast
WFY Tax Talk - Private Retirement Planning and Trusts with Dustin Nichols
This 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 Consultant
Wright Ford Young & Co., Irvine, CA
See 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: @WFYCPA
LinkedIn: Wright Ford Young & Co.
Instagram: @wfy_cpa -
WFY Tax Talk: Prepare for the Estate and Gift Tax Sunset Now
The WFY Podcast
WFY Tax Talk - Prepare for the Estate and Gift Tax Sunset Now
This 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, EA
Estate & Trust Tax Partner
Wright Ford Young & Co., Irvine, CA
See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/nancy-van-lanen/
Gregory Lambourne, Esq.
Senior Planning Consultant
Wright Ford Young & Co., Irvine, CA
See 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: @WFYCPA
LinkedIn: Wright Ford Young & Co.
Instagram: @wfy_cpa -
WFY Tax Talk - Like Kind Exchanges: What They Are And How They Can Benefit You
The WFY Podcast
WFY Tax Talk - Like-Kind Exchanges: What They Are and How They Can Benefit You
This 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, 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 -
WFY Audit Talk - What Plan Sponsors Need to Know About The Secure Act 2.0 Part 2
The WFY Podcast
WFY Audit Talk - What Plan Sponsors Need to Know About The Secure Act 2.0 Part 2
This 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, CPA
Audit Partner
Wright Ford Young & Co., Irvine, CA
See 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: @WFYCPA
LinkedIn: Wright Ford Young & Co.
Instagram: @wfy_cpa -
WFY Audit Talk - What Plan Sponsors Need to Know About The Secure Act 2.0 Part 1
The WFY Podcast
WFY 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, CPA
Audit Partner
Wright Ford Young & Co., Irvine, CA
See 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: @WFYCPA
LinkedIn: Wright Ford Young & Co.
Instagram: @wfy_cpa -
WFY Tax Talk - The Augusta Rule: Utilize Your Vacation Property as a Tax Planning Tool
The WFY Podcast
WFY Tax Talk - The Augusta Rule: Utilize Your Vacation Property as a Tax Planning Tool
This 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, CPA
Tax Director
Wright Ford Young & Co., Irvine, CA
See 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: @WFYCPA
LinkedIn: Wright Ford Young & Co.
Instagram: @wfy_cpa
Customer Reviews
Tax info
Excellent topic, timing is perfect. Highly recommend.
Useful info
Great timely topic