We eliminate traditional barriers between service segments to architect a complete, 360-degree approach customized to your specific strategic goals.
Here, there are no barriers between service segments to get in the way of the best engagement for you. You tell us what you want to achieve and we develop a 360-degree approach.
Miller Kaplan’s team of trusted professionals has the technical and industry expertise to help you and your organization succeed.
We will exceed your expectations with the level of consultation and collaboration we provide.
Rigorous verification and assurance services constructed to maintain the absolute integrity of your financial infrastructure.
Advanced structuring and compliance optimization engineered for complex multi-jurisdictional portfolios.
Comprehensive operational steering designed to preserve and scale enterprise value across lifecycles.
Failsafe IP evaluation and royalty tracking mechanics tailored for high-profile entertainment and technical properties.
Cyber-resilient planning and governance framework design safeguarding critical enterprise data assets.
High-fidelity predictive modeling and consulting resources calibrated to drive decisive strategic performance.
Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by last year’s One Big Beautiful Bill Act, they’re custodial, tax-advantaged accounts opened by a parent or guardian for an eligible child under age 18.
In late June, the IRS issued Revenue Procedure 2026-25, which, among other things, details the necessary operational frameworks for these newly authorized vehicles.
Jesse Ward, Nicky Lipset, and Mac Waite were recognized among the Top 50 Partners in the Northern California Accounting Firm Awards, while Senior Manager Suzanna Chau was a finalist for the Next Generation Award.
Northern California Accounting Firm Awards Committee
Our client base is comprised of high-net-worth individuals, start-ups, Fortune 500 companies – and everything in between. They come from a diverse cross-section of industries including entertainment, professional services firms, employee benefit plans, labor organizations, and technology, among others.
By integrating cross-functional expertise directly into client engagements, we ensure our specialized services scale fluidly to match the complex demands of our partners.
Reach out to our specialist teams to coordinate a custom alignment analysis.
