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Steps you make before the end of the year can help mitigate the tax bite you’ll face come next April. That holds despite the debate over tax reform in Washington. House Republicans hope to introduce a tax bill on Nov. 1, sources told CNBC on Wednesday. Regardless of the outcome, there are moves you should be thinking about now. “The first thing I would suggest is to pull as much information...

Gerson Preston attended The Commonwealth Institute of South Florida’s 14th Annual Leadership Luncheon, held aboard the beautiful Celebrity Equinox ship in the Port of Miami on Friday, October 27, 2017. The event featured a conversation with Shelley Zalis and Katie Kempner, Shelley Zalis is the first female chief executive ranked in the research industry’s top 25. In 2000 she created the Online Testing Exchange which in 9 years became one...