Certified Public Accounting Firm | Miller Kaplan

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News & Insights

December 16, 2024 Knowledge Center

Business alert: BOI reporting requirements have been suspended for now

New beneficial ownership information (BOI) reporting requirements that many small businesses were required to comply with by January 1, 2025, have been suspended nationwide under a new court ruling. However, businesses can still voluntarily submit BOI reports, according to the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN). How we got here Under the Corporate Transparency […]

December 11, 2024 Knowledge Center

2025 fringe benefit COLAs: Key figures for employers

Annually, the IRS makes inflation-based cost-of-living adjustments (COLAs) to dollar limits applicable to many employer-sponsored fringe benefits for the upcoming year. Sure enough, in November, the tax agency published its COLAs in IRS Notice 2024-80. Here are some key figures to be aware of heading into 2025: Qualified Small Employer Health Reimbursement Arrangements (QSEHRAs). The […]

December 9, 2024 Knowledge Center

Does your small business need to file a BOI report? The deadline is approaching

Many U.S. small business owners must report beneficial ownership information (BOI) to the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) by January 1, 2025. With this deadline fast approaching, here’s a brief reminder of who must report and how to do so. What is BOI reporting? Instituted by the Corporate Transparency Act (CTA), the BOI reporting requirements […]

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Meet our EXPERTS

THE TEAM

Ed Avaness 818.769.2010

Ed Avaness PARTNER / CPA With 30 years of experience in his field, Ed handles several of Miller Kaplan’s largest employee benefit plans and labor organizations. View full profile

818.769.2010

Alex Chernyak 818.769.2010

Alex Chernyak PARTNER / CPA Alex has nearly 20 years of experience in public accounting and specializes in working with Employee Benefit Plans and Labor Organizations. View full profile

818.769.2010

Kami Cohen 818.769.2010

Kami Cohen PARTNER / CPA Kami is an employee benefit plan and labor organization specialist, with 20 years of experience. View full profile

818.769.2010

Julia Damasco 415.694.7014

Julia Damasco PARTNER / TAX ATTORNEY / J.D. / LL.M. Taxation Julia brings a wealth of in-depth knowledge and experience in navigating tax law and related compliance requirements. View full profile

415.694.7014

QIVA DINURI 208.788.1183

QIVA DINURI PARTNER / TAX ATTORNEY / J.D. / LL.M. TAXATION Qiva assists clients with navigating tax law and fulfilling their tax compliance requirements. View full profile

208.788.1183

MARK FLANAGAN 415.956.3600

MARK FLANAGAN PARTNER / CPA / CFP® Mark expertly serves employee benefit plans, labor organizations, and nonprofits. He also provides strategic advisory services for ... View full profile

415.956.3600

Kelly Fox 818.769.2010

Kelly Fox PARTNER / CPA Kelly has nearly 25 years of experience, specializing in financial statement audits for employee benefits plans and nonprofits. View full profile

818.769.2010

Jeff Goss 818.769.2010

Jeff Goss PARTNER / CPA For nearly 30 years, Jeff has specialized in audits and compliance reporting for employee benefit plans, labor organizations, and nonprofits. View full profile

818.769.2010

DANIEL IMM 818.769.2010

DANIEL IMM PARTNER / CPA Dan has been with our firm for more than 15 years. He specializes in financial statement audits for employee benefit plans and ... View full profile

818.769.2010

MARIJANE KANTZABEDIAN 818.769.2010

MARIJANE KANTZABEDIAN PARTNER / CPA Marijane is a true hybrid auditor who can transition seamlessly between nonprofits, employee benefit plans, LMCCs, and commercial clients. View full profile

818.769.2010

Michael Kaplan 818.769.2010

Michael Kaplan MANAGING PARTNER / CPA Michael works closely with his clients, providing straight-forward advice on how best to meet and exceed their goals. View full profile

818.769.2010

Puzant Kazanjian 818.769.2010

Puzant Kazanjian PARTNER / CPA Puzant specializes in audits, reviews, and compilations for employee benefit plans, labor organizations, and nonprofit organizations. View full profile

818.769.2010

IGAL KHOSHLESAN 818.769.2010

IGAL KHOSHLESAN PARTNER / CPA Igal has 15+ years of experience with payroll audits and financial statement audits and reviews. View full profile

818.769.2010

Catalina Kirby 206.596.3930

Catalina Kirby PARTNER / CPA Catalina, the partner in charge of the Seattle office, specializes in the nonprofit and employee benefit plan industries. View full profile

206.596.3930

Lucas LaChance 818.769.2010

Lucas LaChance Partner / CPA / CIA Lucas is an accomplished financial specialist with keen expertise supporting nonprofit and a construction client base, with a focus on ... View full profile

818.769.2010

DAVID LAM 818.769.2010

DAVID LAM PARTNER / CISSP / CPP David provides his clients with information security management support while helping them achieve optimal usage of their technologies. View full profile

818.769.2010

Vincent Leoni 818.769.2010

Vincent Leoni PARTNER / CPA Vincent specializes in Licensing & Royalties for entertainment and media clients. View full profile

818.769.2010

NICKY LIPSET 415.217.4900

NICKY LIPSET PARTNER / CPA / M.S. TAXATION Nicky specializes in partnership returns, trusts, estates, and individual taxation. View full profile

415.217.4900

KELLY POLLARD 415.956.3600

KELLY POLLARD PARTNER / CPA Kelly leads Miller Kaplan’s nonprofit practice, leveraging over a decade of experience to provide expert insight to these organizations. View full profile

415.956.3600

Michael Quackenbush 415.402.5610

Michael Quackenbush PARTNER / CPA Michael provides licensing and contract compliance assurance services for the technology and consumer products industries. View full profile

415.402.5610

Andrew Rosen 818.769.2010

Andrew Rosen PARTNER / CPA Andrew helped shape Miller Kaplan’s nationally recognized Media program – offering audit & assurance and benchmarking analysis, and more. View full profile

818.769.2010

Justine Ruffalo 818.769.2010

Justine Ruffalo PARTNER / CPA / MAcc Justine has almost 20 years of experience and has been repeatedly recognized for her business management expertise. View full profile

818.769.2010

Nicholas Sanchez 415.217.4900

Nicholas Sanchez PARTNER / TAX ATTORNEY / J.D. / LL.M. Taxation Nicholas has nearly 15 years of experience in tax law – with an emphasis in the tax implications of settlements and judgments. View full profile

415.217.4900

LIEL SHEMTOV 818.769.2010

LIEL SHEMTOV PARTNER / CPA Liel boasts a decade of financial statement audit experience, primarily serving employee benefit plans, labor organizations, and nonprofits. View full profile

818.769.2010

GUSTAVO VALLE 818.769.2010

GUSTAVO VALLE PARTNER / CPA / MBA Gustavo brings 15+ years of experience to his employee benefit plan and labor organization clients. View full profile

818.769.2010

MACGREGOR WAITE 415.956.3600

MACGREGOR WAITE PARTNER / CPA Mac has 10 years of public accounting experience, almost exclusively in the employee benefit plan and labor organizations industries. View full profile

415.956.3600

JUN WANG 818.769.2010

JUN WANG PARTNER / CPA / M.S. TAXATION Jun has 12 years of tax & accounting experience and is an expert in navigating the complicated tax situations clients may encounter. View full profile

818.769.2010

JESSE WARD 415.956.3600

JESSE WARD PARTNER / CPA Jesse provides expert audit services to Labor Organizations, Employee Benefit Plans, and Apprenticeship Programs. View full profile

415.956.3600

ANDREA WILLIAMS 415.956.3600

ANDREA WILLIAMS PARTNER / CFE Andrea brings 20+ years of experience counseling ERISA/Taft-Hartley clients within employer compliance for the construction industry.  View full profile

415.956.3600

About Miller Kaplan

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