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

Irrevocable trusts provide various estate planning benefits, such as reducing estate taxes and helping to ensure assets are distributed as

An advance payment is one received by a business before it provides whatever is being paid for. For federal income

It’s not uncommon for family members to contest a loved one’s will or challenge other estate planning documents. But you

If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income

If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one

The gift tax annual exclusion allows you to transfer up to $19,000 (for 2026) per beneficiary gift-tax-free, without tapping your

Do you operate a business as a partnership, a limited liability company (LLC) treated as a partnership for tax purposes

If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income

A Crummey trust provides a key tax benefit of an outright gift without some of the downsides. Although the mechanics

The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is about the

Now is a good time to review your business’s expenses for deductibility. Accelerating deductible expenses into this year generally will

Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan

On September 13, the House Ways and Means Committee passed three separate bills that will be the cornerstone of what

When married couples neglect to prepare an estate plan, state intestacy laws step in to help provide financial security for

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you

The S corporation business structure offers many advantages, including limited liability for owners and no double taxation (at least at

Now that the gift and estate tax exemption has reached a record high of $11.18 million (for 2018), it may

There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that

If you’ve done any research into employee benefits for your business recently, you may have come across a bit of

One of the biggest concerns for family business owners is succession planning — transferring ownership and control of the company

Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement. But what if

Do you need a trust protector? Maybe, if you aren’t completely confident the trustee will carry out your wishes. A

If you have a child or other family member with a disabling condition that requires long-term care or prevents (or

Under the Tax Cuts and Jobs Act, employees can no longer claim the home office deduction. If, however, you run