Blog
  • Action Required for Pass-through Entities

      The CA Franchise Tax Board has announced that approximately 3,000 Pass-through Entity Tax (PTET) payments made for tax year 2022 have erroneously been applied to tax year 2021. The error resulted in refunds being issued to the affected taxpayers. As an initial payment of the 2022 PTET was required to be made by June […]

  • Purpose Through Operating Values

    I recently returned to Haskell & White after focusing on my family for 13 years. When I left, I didn’t know if I would return, but happy to say I am back working with clients at Haskell & White, an Orange County CPA Firm. The Firm’s operating values were a strong driver to bring me […]

  • Career Detour

    Fifteen years into my career, I had just been promoted to principal at Haskell & White, and I was about to make the most difficult decision in my career. Conversations around work-life balance were not as commonplace as they are today, and I was not seeing how to create harmony between my responsibilities with work […]

  • Mental Health & Remote Working: Strategies for a Healthy Balance

    With May being Mental Health Awareness Month, I am reminded of the importance of understanding mental health and how it relates to the working environment. Working from home during the pandemic opened a new view for many of how work gets done. As we emerge back into our (somewhat) regular routines, we are experiencing yet […]

  • Harnessing Your Superpowers

    Several years ago, a now-retired partner posed an interesting question when she first joined the firm. She asked – What is your superpower? Without hesitation, I answered “teaching, coaching, mentoring” as it has become clear to me throughout my public accounting career that being a successful auditor and business advisor required the ability to train […]

  • 10 Years Later: 10 Reasons Why I Still Love Working at Haskell & White

    This May (May 29, 2022, to be exact) will mark my ten-year anniversary at Haskell & White, a Southern California CPA firm. With all the publicity surrounding “The Great Resignation”, and particularly its impact on the public accounting industry, I’d like to share my top – 10 reasons why I still love working here – […]

  • Does Spring Cleaning Apply to Businesses?

    Spring is a time to clean out the cobwebs and make our home fresh again for many of us. But, what about our businesses? You might ask yourself if any aspects of your business need “spring cleaning”. While the first quarter of the year will be focused on compiling and presenting last year’s data, it […]

  • Five or More Employees?

    This year, retirement plans will be required for California employers with five or more employees. The legislation passed in 2016 required all employers with five or more employees to offer a retirement savings account. This law also applies to nonprofit organizations. 2022 brings the final implementation phase requiring organizations with 5-49 employees to comply by […]

  • Look to the Future with a QOE Report

    Are you thinking about merging with or acquiring a business? CPA-prepared financial statements can provide valuable insight into historical financial results. But an independent quality of earnings (QOE) report can be another valuable tool in the due diligence process. It looks beyond the quantitative information provided by the seller’s financial statements. These reports can help […]

  • Rolling Forecasts Provide Flexibility in Uncertain Times

    Forecasting how your company is likely to perform over the next year can be challenging, especially when it’s unclear where the markets are heading. But accurate forecasts are critical when managing a business. For example, they may be used to order inventory, hire additional workers, apply for loans and credit lines, and evaluate investment alternatives. […]