At White, Nelson & Co. LLP professional growth is just as important to us as our corporate growth. In fact, the majority of our partners and managers began their careers with White, Nelson & Co. LLP as junior staff accountants, and we continue to offer unmatched opportunities for growth and development to those who share our entrepreneurial spirit.
Tax and Advisory Services Partner
Gary R. Belz, CPA more >
Education:
San Diego State University, Bachelor of Science, Accounting 1975
CPA Designation: 1979
Experience:
Gary has been in public accounting for over 30 years and serves as a tax partner with White, Nelson & Co. LLP. At White, Nelson & Co. LLP, Gary has a diverse background which includes partnership and corporate taxation, individual tax compliance and planning, trust and estate planning. Gary’s clients are typically involved in manufacturing, distributing, professional services, and real estate.
Professional Affiliations:
Gary is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
Audit and Assurance Partner
Gregory N. Coleman, CPA more >
Education:
University of Miami, FL – Bachelor of Business Administration, Accounting, 1993 CPA Designation: 1999
Experience:
Greg has over 15 years of public accounting experience, all of which have been with White, Nelson & Co. LLP. Greg’s responsibilities primarily include the oversight of attestation services for large, middle market companies located in Orange County and the Inland Empire areas. Greg specializes in the areas of manufacturing and distribution, employee benefit plans, construction contracting and other various industries.
Professional Affiliations:
Greg is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
Tax and Advisory Services Partner
Brian D. Donnelly, CPA more >
Education:
California State University Fullerton, Bachelor of Arts-Accounting 1983
Golden Gate University, Master of Science in Taxation 1992
CPA Designation: 1986
Experience:
Brian has been in public accounting for over 25 years and serves as a tax partner with White, Nelson & Co. LLP. Brian’s expertise is in tax compliance, tax planning for closely held domestic companies, mergers and acquisitions. Brian is actively involved in assisting our clients with Estate and Trust planning as well.
Professional Affiliations:
Brian is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
Member of the Estate Planning Committee of the CSCPA
Member of the Technologies Committee of the CSCPA
Member of the Board of Directors for Orange County Bancorp and Centennial Bank
Audit and Assurance Partner & Managing Partner
David P. Doran, CPA more >
Education:
California State University, Fullerton – Bachelor of Arts, with a major in Business/Accounting, 1975
CPA Designation: 1979
Experience:
Dave has over 30 years of public accounting experience all withWhite, Nelson & Co. LLP. Dave is currently the Firm's Managing Partner as well as a member of the White, Nelson & Co. LLP executive committee. Dave’s clients are involved in manufacturing, distribution, financial services, and health services, to mention only a few industries.
Professional Affiliations:
Dave is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA).
Dave has also been actively involved in a number of professional, community, and religious organizations. Currently, he serves on The Board of The Irvine Chamber of Commerce.
Tax and Advisory Services Partner
Fredrick W. Horn, CPA more >
Education:
California State University, Long Beach, Bachelor of Science, Accounting, 1988
CPA Designation: 1995
Experience:
Fred has over 20 years of experience in public accounting, 5 of which have been with White, Nelson & Co. LLP. Prior to that, he served as a senior tax manager at 2 of the "big four" accounting firms for over 15 years. Fred serves a variety of large corporate and partnership clients in the investment, manufacturing, service, restaurant and technology industries. He has extensive experience in providing tax compliance and counsulting services in connection with mergers and acquistions, tax planning, tax examinations and appeals, due diligence, transaction structuring, buyer and seller side representation, FAS 109 planning and FIN 48 implementation.
Professional Affiliations
Fred is a member of the American Institue of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
Audit and Assurance Partner & Operations Partner
Lynne M. Houri , CPA more >
Education:
California State University at Fullerton, Bachelor of Arts Degree, Accounting 1988
CPA Designation: 1990
Experience:
Lynne has over 20 years of public accounting experience, all with White, Nelson & Co. LLP. Lynne's expertise is in manufacturing and distribution with a specialization in employee benefit plans and pension audits. Lynne also acts as the Partner of Operations for White, Nelson & Co. LLP and is a member of its executive committee.
Professional Affiliations:
Lynne is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CSCPA) and National Association of Women Business Owners (NAWBO)
Tax and Advisory Services Partner
Candace M. Huie, CPA more >
Education:
California State University Fullerton, Bachelor of Arts - Accounting, 1991
California State University Fullerton, Master of Science in Taxation, 2003
CPA Designation: 1993
Experience:
Candace has over 18 years of public accounting experience, all with White, Nelson & Co. LLP. Candace's expertise is in tax planning and compliance, with a focus on real estate partnerships and small businesses. Candace services large, middle market companies located in Orange County and the Inland Empire Areas.
Professional Affiliations:
Candace is a member of the American Institute of Certified Public Accountants (AICPA) and the the California Society of Certified Public Accountants (CSCPA)
Tax and Advisory Services Partner
David M. Krickl, CPA more >
Education:
Loyola Marymount University - Bachelor of Science, Accounting 1982
CPA Designation: 1987
Experience:
Dave has over 25 years of experience in public accounting and has been a partner at White, Nelson & Co. LLP since 2002. Dave is an Income Tax Generalist with broad experience in various industries and entity types; involving a multitude of transactional issues. He has extensive experience in mergers and acquisitions, business formation and restructurings and real estate development and transactions (including exchanges and involuntary conversions). Since joining White, Nelson & Co. LLP he has had the privilege of working on some of the counties largest business and real estate transactions.
Dave joined White, Nelson & Co. LLP. in 2002 as a partner by merging his practice with the firm. Prior to 2002, Dave was the Partner in Charge of Income Tax at Corbin & Wertz, LLP, a large local accounting firm which subsequently dissolved.
Dave began is accounting career at Ernst & Whinney (Ernst & Young). He left as tax manager to enter the local accounting firm environment to concentrate on client relationships within the tax advisory business.
Professional Affiliations:
Dave is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
Audit and Assurance Partner
Thomas M. Kretschmar, CPA more >
Education:
San Jose State University, Bachelor of Science Degree, Accounting 1979
Certificate of Education Achievement in Business Valuations, AICPA
CPA Designation: 1982
Experience:
Tom has over 25 years of relevant accounting experience, of which 5 years were spent as a Chief Financial Officer in private industry. Tom has a diverse background which includes audit and attestation, business valuations, and other management advisory services. Tom is currently an audit and assurance partner and his client expertise is principally in manufacturing and distribution where he has provided relevant accounting services and management advisory services.
Professional Affiliations:
Tom is a member of the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CSCPA), and the Institute of Business Appraisers (IBA).
Tax and Advisory Services Partner
Director of Taxation and Advisory Group
Paul A. Treinen, CPA more >
Education:
California State University, Fullerton – Bachelor of Arts, with a major in Business Administration, 1989
Certificate of Education Achievement in Business Valuations, AICPA
CPA Designation: 1992
Experience:
Paul is currently the Director of our Taxation and Advisory Services. Paul also serves as a member of the White, Nelson & Co. LLP executive committee. Paul has a diverse background that includes not only taxation but also includes audit and attestation, as well as, experience in business valuations. Paul currently assists his clients primarily with multi-state business taxation compliance in the corporate tax arena, as well as, FASB 109 provision services. Paul is also involved in tax structuring and planning for mergers and acquisitions, as well as other consulting related services which include, but are not limited to, business valuations and entity selection. Paul's clients are large, middle market companies located in Los Angeles, Orange County, and the Inland Empire areas.
Professional Affiliations:
Paul is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
Audit and Assurance Partner
David N. Vediner, CPA more >
Education:
California State University, Fullerton – Bachelor of Arts, with a major in Business Administration, 1978
CPA Designation: 1981
Experience:
Dave has over 30 years of public accounting experience, all with White, Nelson &Co., LLP. Dave is currently a member of the White, Nelson & Co. LLP executive committee. Dave has experience in mergers and acquisitions, strategic planning, organization management, and many other advisory services. Dave’s industry experience includes manufacturing, distribution, medical services, real estate, as well as, other industries.
Professional Affiliations:
Dave is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
Audit and Assurance Partner
Director of Audit and Assurance Group
Brian P. Wilterink, CPA more >
Education:
California State University, Fullerton – Bachelor of Arts
CPA Designation: 1985
Experience:
Brian has over 25 years of public accounting experience. Brian has been a Partner at White, Nelson & Co. LLP since 1992. Brian is currently the Director of our Audit and Assurance group as well as a member of the White, Nelson & Co., LLP executive committee. Brian's responsibilities primarily include the oversight of attestation services for large, middle market companies located in Orange County and the Greater Los Angeles area. Brian specializes in the areas of manufacturing and distribution, employee benefit plans, real estate, construction, non-profit and service finance.
Professional Affiliations:
Brian is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA)
