Preventing surprise billing under the new COVID-19 relief act
January 12, 2021 COVID-19
Preventing surprise billing under the new COVID-19 relief act

By now you’ve likely heard and read much about the Consolidated Appropriations Act (CAA). Among its primary purposes, of course, is to provide much-needed relief to individuals and businesses still struggling during the COVID-19 pandemic. A couple of the law’s most talked-about features are stimulus payments to individuals and expansion of the Paycheck Protection Program […]

The COVID-19 relief law: What’s in it for you?
January 12, 2021 COVID-19
The COVID-19 relief law: What’s in it for you?

The new COVID-19 relief law that was signed on December 27, 2020, contains a multitude of provisions that may affect you. Here are some of the highlights of the Consolidated Appropriations Act, which also contains two other laws: the COVID-related Tax Relief Act (COVIDTRA) and the Taxpayer Certainty and Disaster Tax Relief Act (TCDTR). Direct […]

If FireEye And The U.S. Government Can Be Hacked, What About Me? | Forbes
January 12, 2021 In the News
If FireEye And The U.S. Government Can Be Hacked, What About Me? | Forbes

by David Lam | On December 8, premier information security company FireEye released in a blog post that it had been hacked. Several days later, the U.S. government reported that many federal agencies were also breached as a result of a major attack on IT software provider SolarWinds. So, how can small or medium-size businesses possibly stay secure? Read […]

Make your legacy last by educating your children about wealth management
January 11, 2021 Knowledge Center
Make your legacy last by educating your children about wealth management

If you’ve worked to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about saving, investing and other money management skills can help keep your legacy alive. Teaching techniques There’s no one right way to teach your children about money. The best […]

Prevent and detect insider cyberattacks
January 8, 2021 Knowledge Center
Prevent and detect insider cyberattacks

In one recent cybercrime scheme, a mortgage company employee accessed his employer’s records without authorization, then used stolen customer lists to start his own mortgage business. The perpetrator hacked the protected records by sending an email containing malware to a coworker. This particular dishonest worker was caught. But your company may not be so lucky. […]

The Complex Importance of Basis in Partnerships
January 7, 2021 Knowledge Center
The Complex Importance of Basis in Partnerships

by Nicky Lipset, CPA   You may think of basis mainly in terms of selling an interest in stock or selling a house, but there are many implications of basis in diverse transactions. Keeping track of basis, in partnerships specifically, is important as it can create tax implications based on various factors. Below are some […]

Igal Khoshlesan Promoted to Partner at Miller Kaplan
January 5, 2021 Press Releases
Igal Khoshlesan Promoted to Partner at Miller Kaplan

Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce that Igal Khoshlesan, CPA has been promoted to partner. Khoshlesan, with more than 15 years of public accounting experience, specializes in employer compliance and audit and assurance services for employee benefit plans and nonprofit organizations. “Igal has proven to be a steadfast resource […]

De-risking your pension plan through a lift-out
December 31, 2020 Knowledge Center
De-risking your pension plan through a lift-out

Private sector employers have been retreating from the defined benefit (DB) pension model of retirement plans for decades. This is largely motivated by a desire to “de-risk” the organization from an uncertain, long-term financial obligation. The COVID-19 pandemic has also caused many sponsors of DB plans to consider the costs involved in their pensions. One […]

Your taxpayer filing status: You may be eligible to use more than one
December 29, 2020 Knowledge Center
Your taxpayer filing status: You may be eligible to use more than one

When it comes to taxes, December 31 is more than just New Year’s Eve. That date will affect the filing status box that will be checked on your 2020 tax return. When filing a return, you do so with one of five tax filing statuses. In part, they depend on whether you’re married or unmarried […]

2021 Payroll Tax Chart
December 29, 2020 Resources
2021 Payroll Tax Chart

Federal and California

ICFR assessment and attestation: Are you in compliance with the rules?
December 29, 2020 Knowledge Center
ICFR assessment and attestation: Are you in compliance with the rules?

Each year, public companies must assess the effectiveness of their internal controls over financial reporting (ICFR) under Section 404(a) of the Sarbanes-Oxley Act (SOX). In some cases, private companies should follow suit. In addition, a public company’s independent auditors are generally required to provide an attestation report on management’s assessment of ICFR under Sec. 404(b); however, […]