How filing taxes early helps avoid identity theft
January 28, 2016 Knowledge Center
How filing taxes early helps avoid identity theft

If you’re like many Americans, you may not start thinking about filing your tax return until the April 15 deadline (this year April 18) is just a few weeks — or perhaps even just a few days — away. There’s another date you should keep in mind: January 19. That’s the date the IRS began […]

Miller Kaplan Arase LLP Celebrates 75th Anniversary
January 21, 2016 Press Releases
Miller Kaplan Arase LLP Celebrates 75th Anniversary

North Hollywood, CA (January 21, 2016) – Miller Kaplan Arase LLP (“Miller Kaplan”), one of the top 100 accounting firms in the U.S., proudly announces the 75th anniversary of the company’s founding. For 75 years, Miller Kaplan has been honored to provide a full range of top-notch accounting services, business management and advisory services to […]

Why investing in small-business stock may make more tax sense than ever
January 19, 2016 Knowledge Center
Why investing in small-business stock may make more tax sense than ever

By purchasing stock in certain small businesses, you can not only diversify your portfolio but also enjoy preferential tax treatment. And under a provision of the tax extenders act signed into law this past December (the PATH Act), such stock is now even more attractive from a tax perspective. 100% exclusion from gain The PATH […]

Could you save more by deducting state and local sales taxes?
January 12, 2016 Knowledge Center
Could you save more by deducting state and local sales taxes?

For the last several years, taxpayers have been allowed to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. This break can be valuable to those residing in states with no or low income taxes or who purchase major items, such as a car or boat. […]

Businesses can save on their 2015 returns with 2 extended credits
January 5, 2016 Knowledge Center
Businesses can save on their 2015 returns with 2 extended credits

The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) extended a wide variety of tax breaks, in some cases making them permanent. Extended breaks include many tax credits — which are particularly valuable because they reduce taxes dollar-for-dollar (compared to deductions, for example, which reduce only the amount of income that’s taxed). Here […]

Update to ACA Due Dates
December 29, 2015 Knowledge Center
Update to ACA Due Dates

Under the original provisions of the ACA, the due date for providing Forms 1095 to employees was February 1, 2016. Employers had until February 29, 2016 to file Forms 1094 & 1095 with the IRS (if submitting these forms electronically, the deadline was March 31, 2016). However, on December 28, 2015, the Internal Revenue Service […]

No changes to retirement plan contributions for 2016
December 28, 2015 Knowledge Center
No changes to retirement plan contributions for 2016

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, the limits remain unchanged for 2016: Type of limit 2016 limit Elective deferrals to 401(k), 403(b), 457(b)(2) and 457(c)(1) plans $18,000 Contributions to defined contribution plans $53,000 Contributions to SIMPLEs $12,500 Contributions to IRAs $5,500 Catch-up contributions to 401(k), 403(b), 457(b)(2) and […]

Congress passes “extenders” legislation reviving expired tax breaks for 2015
December 22, 2015 Knowledge Center
Congress passes “extenders” legislation reviving expired tax breaks for 2015

Many valuable tax breaks expired December 31, 2014. For them to be available for 2015, Congress had to pass legislation extending them — which it now has done, with the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), signed into law by the President on December 18. The PATH Act not only revives […]

The Importance of Benefit Claims Examinations
December 21, 2015 Knowledge Center
The Importance of Benefit Claims Examinations

What is a claims examination and when should you consider obtaining one? A claims examination is a test of claims designed to identify overpayments and can cover medical, dental, vision and other types of health benefits. It should be performed by an independent firm or person that specializes in this type of work—ideally a firm […]

Internet Commerce Website Trademark Enforcement Services
December 16, 2015 Knowledge Center
Internet Commerce Website Trademark Enforcement Services

Due to the proliferation of counterfeit goods offered for sale within internet commerce websites, Miller Kaplan Arase LLP (“MKA”) has enhanced its trademark enforcement services that it can offer to its’ clients. MKA has now registered to participate on behalf of IP Rights Owners in eBay’s Verified Rights Owner (“VeRO”) Program.  eBay implemented the VeRO […]

Avoid a 50% penalty: Take retirement plan RMDs by December 31
December 9, 2015 Knowledge Center
Avoid a 50% penalty: Take retirement plan RMDs by December 31

After you reach age 70½, you must take annual required minimum distributions (RMDs) from your IRAs (except Roth IRAs) and, generally, from your defined contribution plans (such as 401(k) plans). You also could be required to take RMDs if you inherited a retirement plan (including Roth IRAs). If you don’t comply — which usually requires […]

Don’t miss the deadline to make 2015 annual exclusion gifts
December 1, 2015 Knowledge Center
Don’t miss the deadline to make 2015 annual exclusion gifts

Recently, the IRS released the 2016 annually adjusted amount for the unified gift and estate tax exemption and the generation-skipping transfer (GST) tax exemption: $5.45 million (up from $5.43 million in 2015). But even with the rising exemptions, annual exclusion gifts offer a valuable tax-saving opportunity. The 2015 gift tax annual exclusion allows you to give […]