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

Are you wondering if the passive activity loss rules affect business ventures you’re engaged in — or might engage in?

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales

You may view your will as the centerpiece of your estate plan. But other documents can complement it. For example,

October 15 is the deadline for individual taxpayers who extended their 2019 tax returns. (The original April 15 filing deadline

Election years often lead to uncertainty for businesses, but 2020 surely takes the cake when it comes to unpredictability. Amid

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to

Like so many things this year, the recommended practices for your annual end-of-the-year tax planning reflect the COVID-19 pandemic and

Do you buy or lease computer software to use in your business? Do you develop computer software for use in

The business use of websites is widespread. But surprisingly, the IRS hasn’t yet issued formal guidance on when Internet website

In some cases, investors have significant related expenses, such as the cost of subscriptions to financial periodicals and clerical expenses.

Generally, the proceeds of your life insurance policy are included in your taxable estate. You can remove them by transferring

With the presidential election only weeks away, many people are beginning to pay closer attention to each candidate’s positions on

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