Miller Kaplan

Employers: The fees associated with 401(k)s or other qualified plans can be substantial. Consider a retirement plan benchmark analysis to determine whether you’re paying too much. https://ow.ly/wXyY50VfXuV #401k #EmployeeBenefits #PlanBenchmarking

Our people and the culture we’ve built are the foundation of our success—that’s why we’re thrilled to share that Miller Kaplan has been named one of Accounting Today’s Top 100 Firms for 2025! #ItsMoreThanJustNumbers #PeopleAndCulture #Top100

Want a quick breakdown of Qualified Settlement Funds (QSF) and their role in receiverships? NAFER President Kathy Bazoian Phelps joins NAFER Tax & Compliance Committee Co-Chair & Miller Kaplan Partner Nicholas Sanchez for a 7-minute-deep dive into what you need to know. Watch the replay now! https://ow.ly/owO850VaJPT #Receivership #TaxCompliance #NAFER #FinancialSettlement

The key isn’t just in how our Industry Metrics team aggregates the data but in the power of collective sharing. The more stakeholders contribute their organization’s data, the greater the visibility—creating a win-win for everyone.?Learn how Andrew Rosen and Steve Scadden?are leveraging competitive intelligence to pull back the curtain at Miller Kaplan.

The value of a business interest is more than just a number to its owner. It represents years of hard work, sacrifice and investment. Owners often believe they have a clear understanding of business value. But emotions, optimism about future earnings and personal circumstances can cloud their perception. A valuation professional can provide a reality check by focusing on the company’s historical financial results and market-based data. The expert’s report also provides detailed insights into the company’s operations that can facilitate business decisions. Contact us to help you separate perception from reality and gain a market-driven perspective on business value. https://ow.ly/grtz50V9oqc

At Miller Kaplan, we’re proud to support our teams and incredible employees like Cindy Castillo! This month, we had the privilege of sponsoring JCI (Junior Chamber International) Santa Clarita’s Get Real: Adulting 101 event—a hands-on program that helps high school students build essential financial literacy and life skills. Hear from Cindy as she shares her experience participating in this impactful initiative and helping empower the next generation! #ItsMoreThanJustNumbers #Adulting101 #FinancialLiteracy

Join Miller Kaplan & Merits & Tree Law Office for an insightful discussion on navigating U.S. taxation for international businesses. With a new federal administration, what tariff implications could impact global organizations? Our expert panel—Gloria Hsieh, Guhan Santhappan, and Jun Wang, along with Merits & Tree Partner Eunice Wu—will break down key IP strategies and insights you won’t want to miss! Join the conversation on Microsoft Teams. Meeting ID: 497 830 771 91 Passcode: 9kX6BC7g

It was a fun and rewarding week in Austin for our incredible team—Lucas LaChance, CPA, CIA, Kelly Pollard, and Chelsea Tabarez, CPA—at the Texas Nonprofit 2025 Summit! Thank you again to OneStar for hosting its stellar lineup of educational and inspirational speakers including Ann Mei Chang, TD Smyers, Anna Coffey, Wykisha Mckinney, and Nisi Bennett.?

Why do external auditors ask so many probing questions about fraud? They’re not just nosy. It’s a critical part of the audit process. https://ow.ly/HXqc50V6wos #Auditing #FraudDetection #Fieldwork #AuditStandards #RiskAssessment

Is a contingent loss remote, probable or reasonably possible? The answer determines whether to disclose it in the footnotes and accrue a liability on the balance sheet. #FinancialReporting #ContingentLiabilities #GAAP #RiskManagement