The “nanny tax” must be paid for nannies and other household workers
January 5, 2024 Knowledge Center
The “nanny tax” must be paid for nannies and other household workers

You may have heard of the “nanny tax.” But if you don’t employ a nanny, you may think it doesn’t apply to you. Check again. Hiring a housekeeper, gardener or other household employee (who isn’t an independent contractor) may make you liable for federal income and other taxes. You may also have state tax obligations. […]

Miller Kaplan Adds New Tax Partner – Jun Wang
January 4, 2024 Press Releases
Miller Kaplan Adds New Tax Partner – Jun Wang

Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce that Jun Wang, CPA, M.S. Taxation has been promoted into the partnership. “We are proud to have Jun join the partnership,” reflected Michael Kaplan, managing partner at Miller Kaplan. “Her commitment to excellence and focus on advancing our tax practice will ensure continued […]

Accounting: How to embrace cutting-edge technology
December 29, 2023 Knowledge Center
Accounting: How to embrace cutting-edge technology

Technology is transforming the accounting profession. When businesses moved from paper ledgers to spreadsheets, it improved the timeliness, accuracy and integrity of accounting-related data. Likewise, cloud computing and the ability to remotely access real-time data have allowed accounting departments to be far more responsive to an increasingly distributed workforce. Artificial intelligence (AI) is the latest […]

A hybrid DAPT can offer the asset protection you need
December 29, 2023 Knowledge Center
A hybrid DAPT can offer the asset protection you need

Asset protection is a vital part of estate planning. Indeed, you want to pass on as much of your wealth to family and friends as possible. This can be achieved only if you shield your assets from frivolous creditors’ claims and lawsuits. One option available is to establish a domestic asset protection trust (DAPT) in […]

What is your external auditor’s responsibility for cybersecurity?
December 28, 2023 Knowledge Center
What is your external auditor’s responsibility for cybersecurity?

Data breaches can be costly. The average total cost of a data breach has risen to roughly $4.45 million, according to a 2023 survey of information technology (IT) security professionals by the Ponemon Institute (a research center dedicated to privacy, data protection and information security policy). That figure has grown 15% overall in the last […]

Fraud prevention strategies for entrepreneurs and small businesses
December 22, 2023 Knowledge Center
Fraud prevention strategies for entrepreneurs and small businesses

Fraud occurs in companies of every size. But small businesses, especially new ones, have special risks because they generally can’t invest in expensive fraud-prevention programs. Thankfully, there are simple yet effective strategies that can reduce the likelihood of fraud, however small or new your company is. Understand the risk Fraud schemes can involve employees (occupational […]

2024 limits and thresholds for qualified retirement plans
December 21, 2023 Knowledge Center
2024 limits and thresholds for qualified retirement plans

In Notice 2023-75, the IRS recently announced the dollar limits and thresholds for qualified retirement plans in 2024, reflecting the latest cost-of-living adjustments. Here are some relevant amounts to be aware of: Contribution limits for 401(k)s and other defined contribution plans. The annual limit on contributions will increase to $23,000 (up from $22,500) for 401(k), […]

Businesses: Do you have to comply with the new corporate transparency reporting rules?
December 19, 2023 Knowledge Center
Businesses: Do you have to comply with the new corporate transparency reporting rules?

Your business may soon have to meet new reporting requirements that take effect on January 1, 2024. Under the Corporate Transparency Act (CTA), enacted in 2021, certain companies will be required to provide information related to their “beneficial owners” — the individuals who ultimately own or control the company — to the Financial Crimes Enforcement Network (FinCEN). […]

What is residual fraud risk — and what can your business do about it?
December 19, 2023 Knowledge Center
What is residual fraud risk — and what can your business do about it?

By regularly analyzing risk, business owners and executives can better understand and manage the likelihood and potential impact of fraud. In general, there are two types of business risk: inherent and residual. Inherent risk is what exists before management takes steps to mitigate the organization’s exposure. Residual risk is what remains after management has implemented […]

Highlights of next year’s fringe benefit COLAs
December 11, 2023 Knowledge Center
Highlights of next year’s fringe benefit COLAs

The IRS recently released Revenue Procedure 2023-24 to announce the 2024 cost-of-living adjustments (COLAs) for various tax-related limits applicable to many popular employer-provided fringe benefits. Here are some highlights: Health Flexible Spending Accounts (FSAs). For 2024, the dollar limit on employee salary reduction contributions to health FSAs will be $3,200 (up from $3,050 in 2023). […]

FASB issues new segment expense disclosure rules
December 11, 2023 Knowledge Center
FASB issues new segment expense disclosure rules

On November 27, 2023, the Financial Accounting Standards Board (FASB) issued updated accounting rules on segment reporting. The guidance concludes several years of discussions aimed at providing investors with better information about a company’s business unit costs from the viewpoint of management. The rules will take effect next year for public companies. Existing rules The term […]

Smaller companies: Explore pooled employer plans for retirement benefits
December 8, 2023 Knowledge Center
Smaller companies: Explore pooled employer plans for retirement benefits

Most businesses today need to offer a solid benefits package. Failing to do so could mean falling behind in the competition to hire and retain talent in today’s tight job market. When it comes to retirement benefits, however, smaller companies may struggle with the financial and administrative burdens of sponsoring their own plans. The good news […]