Miller Kaplan

Business owners: Have you ever considered implementing an employee stock ownership plan (ESOP)? Along with serving as a retirement vehicle, an ESOP can help you with succession planning. https://ow.ly/Z1gq50UxZlw #ESOP #BusinessOwners #SuccessionPlanning

Reaching your financial goals often comes with unexpected challenges, but Miller Kaplan is here to guide you every step of the way. As we close out 2024 and welcome the new year, we're ready to listen, advise, and help you navigate the next chapter. #FinancialGoals #NewYearNewGoals #MillerKaplan #FinancialGuidance #PlanningForSuccess #BusinessGrowth #2024To2025

Business owners tend to overlook retained earnings on their balance sheets. However, they’re often on external stakeholders’ radar. Here’s a quick overview. https://ow.ly/rNxk50UxNFR #ItsMoreThanJustNumbers #FinancialStatements #RetainedEarnings #MillerKaplan

Does your company report goodwill on its balance sheet? Let’s review the current accounting rules for reporting impairment to assess whether your company could be affected. https://ow.ly/kNMx50UwoWn #ItsMoreThanJustNumbers #FinancialReporting #Accounting #BalanceSheet #CorporateFinance #MillerKaplan

You know it as the song that everyone tries to sing (or at least hum) every New Year’s Eve! When the clock strikes midnight and 2025 begins, people around the world will join in a chorus of "Auld Lang Syne." The first lines of the song – "Should old acquaintance be forgot, and never brought to mind?" – serve as a reminder to cherish and not take for granted the relationships we’ve built over the years. Recently, our Miller Kaplan teams came together to celebrate the holiday season and do just that—reflect on an incredible year and take a moment to acknowledge the relationships we've fostered, both within our organization and with our clients. Here’s to great memories, laughter, and the amazing people who make up Miller Kaplan. #HolidaySeason #TeamCelebration #ItsMoreThanJustNumbers

We’re hiring! We want our employees to excel – not just for the firm, but personally as well. This is why, with expertise and empathy, we stand behind our team members and our clients—supporting their goals to the best of our abilities. Check out our latest job postings: https://lnkd.in/dYf54PCN #ItsMoreThanJustNumbers #Life #MillerKaplan #ListenThenAdvise #mentorship #growth #opportunity #NowHiring

As we wrap up another year, Miller Kaplan would like to extend our warmest wishes for a wonderful holiday season. May your holidays be filled with joy, and the new year bring you success and growth. Looking forward to another year of collaboration and success! #HolidayWishes #YearEndReflection #ItsMoreThanJustNumbers

As the holiday season approaches, cybersecurity risks increase. Don't let your organization fall victim to cyberattacks! In this 3-minute read, hear from Partner and Head of Information Security, David Lam, as he outlines six precautionary steps organizations should adopt to safeguard their data.

A court ruling has resulted in a nationwide preliminary injunction that temporarily halts beneficial ownership information reporting requirements. Here are the details. https://lnkd.in/gWxiCjNC #TaxAlert #Compliance #BusinessLaw #FinancialRegulations

Why Grow? The question is not just about scaling your business, but how to grow and thrive in an ever-evolving industry. With rapid changes across many organizations and the rise of new technologies, growth requires more than traditional approaches. It's about creating a resilient framework that allows for innovation and long-term value creation. We recently hosted a discussion with Rebecka Valente, CDMP, PCM®, Paul Jan Zdunek, MBA, MM, PROSCI®, David Lam, and Adam Klein in exploring how growth is directly tied to how the organization approaches business development. Watch this 4-minute video for a sneak peek into our conversation. #ItsMoreThanJustNumbers #GrowthMotivators #GrowthOpportunities #MillerKaplan