CELEBRATING OVER SIXTY FIVE YEARS

CELEBRATING OVER
SIXTY FIVE YEARS

GPKLEG Blog

News & Helpful Tips

A financial statement audit can give lenders, investors and other stakeholders greater confidence in your business’s financial reporting. But not

Life insurance can provide critical financial protection for the people who depend on you or help you achieve other estate

If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and

You’ve likely spent a lot of time working with your advisor to plan your estate. While documents such as your

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2021. Keep

Married couples may not be able to save as much as they need for retirement when one spouse doesn’t work

The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their

The Employee Retention Tax Credit (ERTC) is a valuable tax break that was extended and modified by the American Rescue

Are you age 65 and older and have basic Medicare insurance? You may need to pay additional premiums to get

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your

The first advance payments under the temporarily expanded child tax credit (CTC) will begin to arrive for nearly 39 million

High-income taxpayers face a 3.8% net investment income tax (NIIT) that’s imposed in addition to regular income tax. Fortunately, there

If you’re a business owner and you hire your children this summer, you can obtain tax breaks and other nontax

Traditionally, estate planning has focused on more technical objectives, such as minimizing gift and estate taxes and protecting assets against

Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. A TIC

Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid

If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse

If you’re charitably inclined and you collect art, appreciated artwork can make one of the best charitable gifts from a

Do you own a vacation home? If you both rent it out and use it personally, you might save tax

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to

If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale,

For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the

The Tax Cuts and Jobs Act (TCJA) created a new general business tax credit for certain businesses that grant their