Archives for Company News

Tax Partner Richard Huffman Speaks at MGI’s 2024 Global AGM

In October, MGI Worldwide hosted their annual Global AGM in Rome, Italy. The conference featured everything from social and cultural activities to insightful speakers and workshops to enhanced interactions. Among many insightful speakers, our Tax Partner Richard Huffman was featured as one of AGM’s speakers over the course of the conference. This year, MGI Worldwide chose Richard Huffman as one of the partners with inspiring stories about the ways in which MGI membership has helped them and their businesses. Many of the other speakers, including Richard, featured stories of collaboration, tech innovation, automation and succession planning. Richard’s story in particular
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Categories: Company News and Uncategorized.

Three New Hires Join WFY’s Tax and Audit Departments

In October, our firm welcomed three new hires to our WFY team. Isaac Torres joined our tax department, and Samantha Smith and Amy Lee joined our audit department. WFY is pleased to have these three new hires join our firm. Isaac Torres At the end of October, Isaac Torres joined WFY’s tax department as our newest Tax Supervisor. He received his Bachelor’s degree in Business Administration and received his Master’s degree in Accounting from California Baptist University. Isaac has been in the accounting industry for over 5 years. His accounting expertise includes real estate and food & beverage. Outside of
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Categories: Company News and Newsletter and Updates.

Three New Interns Start Internships at WFY

Wright Ford Young & Co. welcomed three new interns to our WFY team. Colette Kim, Joshua McBride, and Nguyen Pham joined our tax department in July. WFY is excited to have these three interns join our firm for their internships. Colette Kim Colette Kim is a returning Tax Intern in our tax department at WFY. She is currently attending CSU Fullerton and will be graduating with her Bachelor’s degree in the Fall. Colette is receiving her degree in Business Administration with a concentration in Accounting. Once she graduates from CSU Fullerton, she has accepted a position at WFY as a
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Categories: Company News and Newsletter and Updates.

Two New Hires Join WFY

This month, Wright Ford Young & Co. welcomed two new hires to WFY: Annie Luu and Cayla Loren. Annie Luu joined our estate & trust department, and Cayla Loren joined our administrative department. We are pleased to welcome these new hires to our team. Annie Luu In mid-July, Annie Luu was welcomed to our estate & trust department as the newest Estate & Trust Tax Staff. She graduated from CSU Fullerton with her Bachelor’s degree in Accounting. Annie’s experience in the accounting industry includes her two years of experience prior to joining WFY. Outside of the office, Annie loves to
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Categories: Company News and Newsletter and Updates.

WFY’s Tax Department Grows With Three New Hires

This month, Wright Ford Young & Co. had the pleasure of welcoming three new hires to our tax department. Austin Nguyen joined as a Tax Senior, Leo Nguyen joined as a Tax Staff, and Devin Huffman returned as a Tax Intern. Welcome to the WFY team! Austin Nguyen In June, Austin Nguyen joined our tax department as a Tax Senior. Austin graduated from CSU Fullerton with his Bachelor’s degree in Finance & Accounting.  Prior to joining WFY, he has been working as a tax professional for four years. Outside of work, Austin enjoys running with his two dogs at the
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Categories: Company News and Newsletter and Updates.

Three New Hires Join Our Audit Department in May

In May, Wright Ford Young & Co. welcomed three new hires to our audit department. Byron Ortiz and Grace Lombardo joined as Audit Staff, and Robert Wright joined as an Audit Intern. We are excited to welcome these new additions to our team. Byron Ortiz Last month, Byron Ortiz joined our audit department as one of our newest Audit Staff. Byron has previously interned with WFY in 2023, and returned to WFY to accept a full-time position.  He graduated from Cal State Fullerton this Spring and received a degree in Business Administration with a concentration in Accounting. In Byron’s spare
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Categories: Company News and Newsletter and Updates.

WFY Launches WFY Wealth Management

Wright Ford Young & Co. is excited to introduce our new firm, WFY Wealth Management. We’ve partnered with Integrated Partners, a successful nationwide financial planning and registered investment advisory firm, to help lay the foundation for the introduction of WFY Wealth Management. The collaboration begins with Jeff Myers, managing partner at WFY; Paul Saganey, CFP®, founder and president at Integrated Partners; Brad Tedrick, CFA®, CFP®,, the wealth manager at WFY Wealth Management, and Luke Schork, CFP®, joining Tedrick at WFY Wealth Management. Brad Tedrick joins WFY Wealth Management with nearly three decades of expertise and knowledge in the financial services
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Categories: Company News and Newsletter and Updates.

WFY Welcomes Five New Hires in January

In January, Wright Ford Young & Co. welcomed five new hires to our audit department and tax department. Allen Song joined our audit department, and Julio Mendoza, Collette Kim, Noah Scruggs, and Felix Tjong joined our tax department. We are thrilled to have these new additions to our firm. Welcome to the WFY team! Allen Song At the beginning of January, Allen Song joined our audit department as our newest Audit Manager. He graduated from Biola University and has been in public accounting for over 9 years. Before joining WFY, Allen previously worked at a nationwide firm. Outside of the
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Categories: Company News and Newsletter and Updates.

WFY Introduces New Director of Business Development

Wright Ford Young & Co. is pleased to announce Byron Culp as our new Director of Business Development. Byron Culp joined Wright Ford Young & Co. in January of 2024 and has been providing his financial expertise for more than two decades. Byron provides financial guidance and solutions throughout the Orange County marketplace, with the personal mission of helping local companies grow. Targeted industries and businesses include wholesalers, distributors, manufacturers, importers/exporters, professional services, medical, waste management, and non-profit organizations, to name a few. Beyond his professional commitments, Byron is deeply involved in community service, serving on the Board of Directors
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Categories: Company News and Newsletter and Updates.

WFY Announces Nancy Van Lanen as New Estates & Trusts Tax Partner

Wright Ford Young & Co. is pleased to announce Nancy Van Lanen as our new Estates & Trusts Tax Partner. The firm provides tax, audit, estate & trust, and business consulting services to closely held companies, private foundations, family-owned businesses, and high net worth individuals. Nancy Van Lanen joined Wright Ford Young & Co. in November of 2020 as the Estates & Trusts Tax Director. Nancy has over 20 years of experience in tax compliance. She has extensive expertise providing high net worth clients and business owners with tax consulting, planning, and compliance for trusts, estates, and gifting. Prior to
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Categories: Company News and Newsletter and Updates.