Haskell & White LLP

Thank you to the Orange County Business Journal for organizing a night to celebrate CFOs and the important role they play within their organizations. With more than 600 business leaders in attendance, it was inspiring to see Orange County’s finance community recognized. Today’s CFOs help organizations balance strategy, operations, risk management, leadership, and growth in constantly changing times, making their role more important than ever. The evening’s honorees were funny, inspiring, and a great reminder of the impact strong financial leadership can have on an organization and its people. Congratulations to Public Company CFO winner Jim Watkins of Boot Barn, Private Company CFO winner Anna M. Ricardo of MeriCal®, Nonprofit CFO winner Larry Gwilt of Orange County Rescue Mission, Rising Star Kate Nguyen, CPA of Onterris, and Lifetime Achievement honoree Ann Fong Wildes of Z SUPPLY. We were also proud to celebrate our own CFO, Eleanor Schultz, on her nomination. It was a great evening celebrating alongside Wayne Pinnell, Faheem Sorathia, and Meagan Hayes, and recognizing the outstanding finance professionals across our business community.

Haskell & White hosted our 9th Annual Nonprofit Conference, bringing together nonprofit leaders for a great morning of learning on the issues their organizations are facing today. This year’s conference focused on practical strategies to help organizations navigate evolving challenges with confidence. From real-world nonprofit fraud case studies and right-sized cybersecurity approaches to risk and insurance issues and common accounting challenges, each session was designed to deliver actionable insights leaders can apply within their organizations. Thank you to our team, Rick Smetanka, Patrick Ross, Diane Wittenberg, David Brownstein, Spencer Giles, CISSP, GSNA, and guest speaker Michael Fitch, CIC, ARM of HUB International, for sharing your insights and expertise. A huge thank you to everyone who joined us in person and virtually! We’re honored to support the nonprofit organizations making a meaningful impact in our communities every day!

There’s only one weekend left to catch The Maltese Falcon before it closes on May 3! If you’re looking for something different, this is worth adding to your plans. This fast-paced, clever twist on a classic features five incredibly talented actors taking on more than 20 roles in a whirlwind of mystery, humor, and film noir flair. The live Foley artist is an incredible addition, bringing sound effects to life in real time and adding another layer of creativity to the performance. The timing, physical comedy, and sheer versatility on stage make this one especially fun to watch. We’re proud to support The Laguna Playhouse and the creativity they continue to bring to our community. Thank you, Laguna Playhouse, for the wonderful evening!

We celebrated Administrative Professionals Day with the incredible team who keep everything running behind the scenes. It’s exciting to see this group grow over the years, supporting the Firm in all areas of operations. The Partners want to thank you for your exceptional organization, attention to detail, and dedication, which play an essential role in everything we do. We’re so grateful for your support of the Firm and our clients. Cheers to our amazing team!

If you are expecting a tax refund this year, make sure your return includes direct deposit information. The IRS stopped issuing most paper refund checks after September 30, 2025. Taxpayers whose returns were filed without bank account information may receive Notice CP53E, requesting they add direct deposit details through their IRS online account. Those who do not respond within 30 days; the IRS will issue a paper check six weeks after the date the notice was issued. If you expect a refund, keep an eye out for IRS correspondence and respond promptly if you receive a CP53E notice.

Save the date for the 25th Annual SEC “Hot Topics” Conference hosted by the Center for Corporate Reporting and Governance on September 25. Haskel & White is proud to be involved in this milestone event that continues to bring together leaders shaping financial reporting, governance, and capital markets. We look forward to joining clients and colleagues on Friday, September 25. #SaveTheDate #SECHotTopics

Opening Night at South Coast Repertory never disappoints, and God of Carnage was no exception. The Haskell & White team had a fantastic evening filled with sharp dialogue, incredible performances, and great conversation with clients and friends. There’s something special about experiencing live theatre together. Congratulations to SCR on staging two Tony Award-winning plays, God of Carnage and Who’s Afraid of Virginia Woolf? Both productions run through March 21 — and yes, you can even see both in one day (we truly don’t know how the actors pull that off!). We’re proud to continue supporting SCR and the arts in our community. 📸 Sharing a few favorite moments from the evening below. 🎟Tickets are available at www.scr.org #SCRFirstNight #SupportTheArts #CorporateArtsPatron #LifeatHaskellWhite

Happy Holidays from the team at Haskell & White! We wish you a wonderful holiday season and a Happy New Year! As part of our annual tradition, our team came together to collect toys, games, and arts & crafts kits for children in foster care in support of Koinonia Family Services. We are incredibly grateful for the opportunity to give back and help bring joy to children in our community. Thank you to our team for making a meaningful impact once again!

Happy Thanksgiving from Haskell & White! We are truly grateful for our team, clients, and our community. We wish you all a wonderful holiday. A special thank you to our team members who volunteered with the Boys & Girls Clubs of Central Orange Coast, helping transform the Santa Ana Club into a festive space for families celebrating Thanksgiving at the Club. Thank you for giving back to our community!

We’re proud to share that Wayne Pinnell, Managing Partner of Haskell & White LLP, has been named to the 2025 Orange County Business Journal OC 500, the 10th-anniversary edition recognizing the region’s most influential leaders. As the leader of one of Orange County’s largest independently owned regional CPA firms, Wayne continues to guide our steady growth — now 120 employees strong — while maintaining our commitment to deep technical expertise for middle-market companies, both private and public, as well as the nonprofit community we proudly serve. The OC 500 highlights the headline makers, executives, educators, and community leaders shaping the future of our county. We’re honored to see Wayne recognized among them. Thank you to the Orange County Business Journal for this recognition. View Wayne’s OC 500 profile: https://lnkd.in/gmgm3XBP #OC500 #HaskellAndWhite