Should you file a joint tax return for the year of your spouse’s death?
November 29, 2022 Knowledge Center
Should you file a joint tax return for the year of your spouse’s death?

The death of a spouse is a devastating, traumatic experience. And when it happens, dealing with taxes and other financial and legal obligations are probably the last things on your mind. Unfortunately, many of these obligations can’t wait and may have to be addressed in the months to follow. One important issue for the surviving […]

Reinforce your cybersecurity defenses regularly
November 23, 2022 Knowledge Center
Reinforce your cybersecurity defenses regularly

If you’ve been in business for any amount of time, you probably don’t need anyone to tell you about the importance of cybersecurity. However, unlike the lock to a physical door, which generally lasts a good long time, measures you take to protect your company from hackers and malware need to be updated and reinforced […]

Fraud’s new frontier: NFTs
November 22, 2022 Knowledge Center
Fraud’s new frontier: NFTs

When new technologies emerge, it can take time for the general public to learn how they work. Non-fungible tokens, or NFTs, first appeared in 2014, yet many people are still confused about what they are and how to buy and store them. This gives criminals who understand the technology an advantage. In addition to money […]

Marijane Kantzabedian Named a Top 100 Accountant | LABJ
November 18, 2022 In the News
Marijane Kantzabedian Named a Top 100 Accountant | LABJ

Congratulations, Marijane Kantzabedian, on being honored by the Los Angeles Business Journal as one of the Top 100 Accountants!

IRS final regs affect eligibility for ACA’s premium tax credit
November 18, 2022 Knowledge Center
IRS final regs affect eligibility for ACA’s premium tax credit

The IRS recently finalized regulations that change the eligibility standards for the Affordable Care Act’s (ACA’s) premium tax credit. This is important news if your organization is an applicable large employer (ALE) under the ACA, or will be in 2023, and there’s any chance your health care coverage won’t be considered “affordable” and of “minimum […]

Michael H. Kane and Michael Kaplan Named 2022 Top Business Managers | Billboard
November 11, 2022 In the News
Michael H. Kane and Michael Kaplan Named 2022 Top Business Managers | Billboard

We are so proud that the exceptional dedication and commitment that Michael H. Kane and Michael Kaplan provide to their clients has earned them this honor from Billboard.

5 steps to take now to cut your 2022 tax liability
November 11, 2022 Knowledge Center
5 steps to take now to cut your 2022 tax liability

It has been quite a year — high inflation, rising interest rates and a bear stock market. While there’s not a lot you can do about any of these financial factors, you may have some control over how your federal tax bill for the year turns out. Here are some strategies to consider executing before […]

Denise Balcazar Recognized as Woman of Influence: Accounting | LABJ
November 10, 2022 In the News
Denise Balcazar Recognized as Woman of Influence: Accounting | LABJ

Congratulations Denise Berganio Balcazar, CFE on being recognized — again — as one of the Los Angeles Business Journal Women of Influence: Accounting! Denise’s depth of experience, commitment to mentorship, and innovative mindset propels our firm forward every day.

Employees vs. independent contractors: DOL proposes rule revision
November 10, 2022 Knowledge Center
Employees vs. independent contractors: DOL proposes rule revision

On October 13, the U.S. Department of Labor (DOL) published a proposed rule to revise existing guidance on how to determine whether a worker is an employee or independent contractor under the Fair Labor Standards Act (FLSA). The DOL intends to rescind an earlier rule and replace it with an analysis for determining employee vs. […]

Michael Kaplan & Justine Ruffalo Named Among 2022 Business Managers Elite | Variety
November 9, 2022 In the News
Michael Kaplan & Justine Ruffalo Named Among 2022 Business Managers Elite | Variety

Michael Kaplan, CPA & Justine Grant Ruffalo – your exceptional commitment to your clients is world class and we couldn’t be more proud.

Supplementing your company’s health care plan with an EBHRA
November 1, 2022 Knowledge Center
Supplementing your company’s health care plan with an EBHRA

Is your business ready to take its health care benefits to the next level? One way to do so is to supplement group health coverage with an Excepted Benefit Health Reimbursement Arrangement (EBHRA). Here are some pertinent details. Rules to follow Under a traditional HRA, the employer owns and funds the tax-advantaged account up to […]

Tax and other financial consequences of tax-free bonds
November 1, 2022 Knowledge Center
Tax and other financial consequences of tax-free bonds

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the investment generally provides tax-free interest on the federal (and possibly state) level, there may be tax consequences. Here’s how the rules work. Purchasing a bond  If you buy a tax-exempt bond for its face amount, […]