2020 adjusted penalties for health benefits and other plans
February 21, 2020 Knowledge Center
2020 adjusted penalties for health benefits and other plans

The U.S. Department of Labor (DOL) recently announced the 2020 annual adjustments to civil monetary penalties for a wide range of benefits-related violations. Legislation enacted in 2015 requires annual adjustments to certain penalty amounts by January 15 of each year. The 2020 adjustments are effective for penalties assessed after January 15, 2020, with respect to violations occurring […]

Solving the skilled labor dilemma with military veterans
February 20, 2020 Knowledge Center
Solving the skilled labor dilemma with military veterans

The shortage of skilled labor available for hire is bad — and it’s worldwide. New research conducted by the Manpower Group for the 2020 World Economic Forum in Davos revealed that 54% of employers surveyed globally were struggling with skilled labor shortages. Organizations in 36 of 44 countries surveyed reported that it was harder to attract […]

When must your business file IRS Form 8300?
February 18, 2020 Knowledge Center
When must your business file IRS Form 8300?

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

Can you deduct charitable gifts on your tax return?
February 14, 2020 Knowledge Center
Can you deduct charitable gifts on your tax return?

Many taxpayers make charitable gifts — because they’re generous and they want to save money on their federal tax bills. But with the tax law changes that went into effect a couple years ago and the many rules that apply to charitable deductions, you may no longer get a tax break for your generosity. Are […]

Look Closely at Your Company’s Concentration Risks
February 11, 2020 Knowledge Center
Look Closely at Your Company’s Concentration Risks

The word “concentration” is usually associated with a strong ability to pay attention, but the word has an alternate meaning in a business context as well — and a distinctly negative one at that. Common problem A common problem among many companies is customer concentration. This is when a business relies on only a few customers to […]

Use Nongrantor Trusts to Bypass the SALT Deduction Limit
February 7, 2020 Knowledge Center
Use Nongrantor Trusts to Bypass the SALT Deduction Limit

If you reside in a high-tax state, you may want to consider using nongrantor trusts to soften the blow of the $10,000 federal limit on state and local tax (SALT) deductions. The limit can significantly reduce itemized deductions if your state income and property taxes are well over $10,000. A potential strategy for avoiding the […]

Answers to Your Questions About 2020 Individual Tax Limits
February 6, 2020 Knowledge Center
Answers to Your Questions About 2020 Individual Tax Limits

Right now, you may be more concerned about your 2019 tax bill than you are about your 2020 tax situation. That’s understandable because your 2019 individual tax return is due to be filed in less than three months. However, it’s a good idea to familiarize yourself with tax-related amounts that may have changed for 2020. […]

Nondeductible IRA Contributions Require Careful Tracking
February 4, 2020 Knowledge Center
Nondeductible IRA Contributions Require Careful Tracking

If, like many people, your traditional IRA holds a mixture of deductible (after-tax) and nondeductible (pretax) contributions, it’s important to track your contributions carefully to avoid double taxation of distributions. Why? Because the IRS treats distributions as a blend of pretax and after-tax dollars. If you treat distributions as fully taxable, you’ll end up overpaying. […]

Miller Kaplan Acquires Information Security Company, Citadel
February 3, 2020 Press Releases
Miller Kaplan Acquires Information Security Company, Citadel

LOS ANGELES, February 3, 2020 – Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce that effective January 1, 2020, the firm has acquired Citadel Information Group, Inc. (“Citadel”) – a Los Angeles-based company dedicated to providing information security management services to businesses and the nonprofit community. Founded in 2002 by Stan Stahl, […]

3 Best Practices for Achieving Organic Sales Growth
January 31, 2020 Knowledge Center
3 Best Practices for Achieving Organic Sales Growth

Most business owners would probably agree that, when it comes to sales, there’s always room for improvement. To this end, every company should strive for organic sales growth — that is, increases from existing operations unrelated to a merger or acquisition. That’s not to say a merger or acquisition is necessarily a bad idea, but you can’t […]

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.