Few Changes to Retirement Plan Contribution Limits for 2017
December 29, 2016 Knowledge Center
Few Changes to Retirement Plan Contribution Limits for 2017

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2017. The only limit that has increased from the 2016 level is for contributions to defined contribution plans, which has gone up by $1,000. Type of limit 2017 limit Elective deferrals to 401(k), 403(b), 457(b)(2) […]

2017 Payroll Tax Chart
November 28, 2016 Resources
2017 Payroll Tax Chart

Federal and California

Deadline Approaching for California Employers
October 28, 2016 In the News
Deadline Approaching for California Employers

California AB 1513, which went into effect on January 1, 2016, added section 226.2 to the California Labor Code. The statute establishes standards for compensating “piece-rate” employees for rest and recovery periods and other nonproductive time going forward from the effective date of the statute.  Labor Code section 226.2 also establishes a process for employers […]

Miller Kaplan Arase Expands Reach with Damasco & Associates
October 3, 2016 Press Releases
Miller Kaplan Arase Expands Reach with Damasco & Associates

LOS ANGELES, Oct. 3, 2016 – Miller Kaplan Arase LLP (“Miller Kaplan”) is pleased to announce that effective October 1, 2016, the tax and consulting experts at Damasco & Associates, have joined the Firm – further expanding  its reach through new locations and elite services. Miller Kaplan is one of the top 100 accounting firms […]

Michael Kaplan Amongst Billboard’s Top 30 Music Managers In The Industry
August 19, 2016 Press Releases
Michael Kaplan Amongst Billboard’s Top 30 Music Managers In The Industry

(LOS ANGELES, CALIFORNIA) August 19, 2016 – Michael Kaplan, a Partner CPA from Miller Kaplan Arase LLP, has been recognized by Billboard Magazine as one of the top 30 music managers in the industry. Compiling the exclusive list from surveyed industry sources, including executives who rank in Billboard’s annual Power 100 list, the media mogul […]

Reporting Compensation from Related Organizations on Form 990
June 1, 2016 Knowledge Center
Reporting Compensation from Related Organizations on Form 990

The majority of tax-exempt organizations need to file IRS Form 990 on an annual basis. The return provides an overview of an organization’s financial information, activities, and governance. There is also a section for the organization to present an overview of accomplishments during the year in order to justify and maintain its tax-exempt status. Tax-exempt […]

The Importance of Proper Insurance Coverage
May 18, 2016 Knowledge Center
The Importance of Proper Insurance Coverage

When creating a comprehensive financial plan, many customers overlook the importance of insurance coverage. Insurance is fallback protection, a safety net against the unexpected costs of accidents, illness, disability or disaster. Miller Kaplan guides clients in obtaining the ideal, comprehensive insurance coverage they need. These are the contingencies and considerations we evaluate with our clients […]

Putting Your Home On the Market? Understand the Tax Consequences of a Sale
May 11, 2016 Knowledge Center
Putting Your Home On the Market? Understand the Tax Consequences of a Sale

As the school year draws to a close and the days lengthen, you may be one of the many homeowners who are getting ready to put their home on the market. After all, in many locales, summer is the best time of year to sell a home. But it’s important to think not only about […]

Tax Benefits from Investing in QSB Stocks
May 4, 2016 Knowledge Center
Tax Benefits from Investing in QSB Stocks

By investing in qualified small business stock (QSB), you can diversify your portfolio and enjoy two valuable tax benefits: Tax-Free Gain Rollovers. If within 60 days of selling QSB stock you buy other QSB stock with the proceeds, you can defer the tax on your capital gains until you dispose of the new stock. The […]

Why it’s Time to Start Tax Planning for 2016
April 25, 2016 Knowledge Center
Why it’s Time to Start Tax Planning for 2016

Now that the April 18 income tax filing deadline has passed, it may be tempting to set aside any thought of taxes until year end. But don’t succumb. For maximum tax savings, now is the time to start tax planning for 2016. Don’t Leave Tax Planning for the End of the Year. A tremendous number […]

Filing for a Tax Extension isn’t Without Perils
April 12, 2016 Knowledge Center
Filing for a Tax Extension isn’t Without Perils

Yes, the federal income tax filing deadline is slightly later than usual this year – April 18 — but it’s now nearly upon us. So, if you haven’t filed your federal income tax return yet, you may be thinking about an extension. When are the tax extension deadlines? Filing for a tax extension allows you […]

Entrepreneurs: What Can You Deduct From Your Taxes?
March 30, 2016 Knowledge Center
Entrepreneurs: What Can You Deduct From Your Taxes?

Starting a new business is an exciting time. But before you even open the doors, you generally have to spend a lot of money. You may have to train workers and pay for rent, utilities, marketing and more. Entrepreneurs are often unaware that many expenses incurred by start-ups can’t be deducted right away. How Expenses […]