The Latest News on Taking RMDs
January 30, 2020 Knowledge Center
The Latest News on Taking RMDs

  ____________________________________ We highly recommend you confer with your Miller Kaplan advisor to understand your specific situation and how this may impact you.

New Year – New Budget
January 30, 2020 Knowledge Center
New Year – New Budget

  ____________________________________ We highly recommend you confer with your Miller Kaplan advisor to understand your specific situation and how this may impact you.

Help Protect Your Personal Information by Filing Your 2019 Tax Return Early
January 24, 2020 Knowledge Center
Help Protect Your Personal Information by Filing Your 2019 Tax Return Early

The IRS announced it is opening the 2019 individual income tax return filing season on January 27th. Even if you typically don’t file until much closer to the April 15th deadline (or you file for an extension), consider filing as soon as you can this year. The reason: You can potentially protect yourself from tax […]

What can AI do for my business?
January 22, 2020 Knowledge Center
What can AI do for my business?

You’ve no doubt read articles or heard stories about how artificial intelligence (AI) is bringing sweeping change to a wide variety of industries. But it’s one thing to learn about how this remarkable technology is changing someone else’s company and quite another to apply it to your own. Here’s a primer on what AI might […]

How Business Owners and Execs Can Stay Connected with Staff
January 22, 2020 Knowledge Center
How Business Owners and Execs Can Stay Connected with Staff

The beginning of the year can be a busy time for business owners and executives, because you no doubt want to get off to a strong start in 2020. One danger of a hectic beginning is setting an early precedent for distancing yourself from rank-and-file staff. After all, a busy opening to the year may […]

Net Investment Income Tax is Alive and Well: How it can affect your estate plan.
January 20, 2020 Knowledge Center
Net Investment Income Tax is Alive and Well: How it can affect your estate plan.

The Tax Cuts and Jobs Act (TCJA) reduced individual income tax rates, but it left the 3.8% net investment income tax (NIIT) in place. It’s important to address the NIIT in your estate plan, because it can erode your earnings from interest, dividends, capital gains and other investments, leaving less for your heirs. How it […]

Keeping the Faith in a Reverse Mentoring Program
January 20, 2020 Knowledge Center
Keeping the Faith in a Reverse Mentoring Program

In a reverse mentoring program, a younger and usually less experienced employee mentors an older one, who’s typically in management or even an executive or business owner. The general idea is for the older employee to “get hip” to the latest technology or a new trend while the younger one gains experience and becomes better […]

Keep In Touch With Former Employees With an Alumni Network
January 16, 2020 Knowledge Center
Keep In Touch With Former Employees With an Alumni Network

For many employers, the struggle to find and hire good workers is real. So real, in fact, that some employers aren’t looking only at new faces, they’re keeping in touch with familiar ones as well. Sure, you could add an ex-employee’s name to a newsletter mailing list or send him or her a holiday card. […]

Wellness Programs Are Subject to Many Federal Laws
January 14, 2020 Knowledge Center
Wellness Programs Are Subject to Many Federal Laws

At the beginning of the year, many people make resolutions about improving their physical fitness and overall well-being. Employers may seek to give these goals a boost in the longevity department by offering an employee wellness program. If your organization is doing so, or considering such a program, it’s important to be aware of the […]

Cost Management: A Budget’s Best Friend
January 10, 2020 Knowledge Center
Cost Management: A Budget’s Best Friend

If your company comes up over budget year after year, you may want to consider cost management. This is a formalized, systematic review of operations and resources with the stated goal of reducing costs at every level and controlling them going forward. As part of this effort, you’ll answer questions such as: Are we operating […]

4 New Law Changes That May Affect Your Retirement Plan
January 8, 2020 Knowledge Center
4 New Law Changes That May Affect Your Retirement Plan

If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed a law that makes significant modifications to these accounts. The SECURE Act, which was signed into law on December 20, 2019, made these four changes. Change #1: The maximum age for making traditional IRA contributions […]

Must Employers Distribute Initial COBRA Notices Every Year?
January 6, 2020 Knowledge Center
Must Employers Distribute Initial COBRA Notices Every Year?

When an employer’s staff size reaches 20 or more, it’s generally required to offer “COBRA” health care coverage to departing employees. (The name comes from the legislation that made it law: the Consolidated Omnibus Budget Reconciliation Act of 1985.) If your organization is subject to COBRA, you may wonder whether you must provide the initial […]