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

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

While you probably don’t have any problems paying your tax bills, you may wonder: What happens in the event you

Did you recently file your federal tax return and were surprised to find you owed money? You might want to

If you own or manage a business with employees, you may be at risk for a severe tax penalty. It’s

You’ve probably seen it in the movies or on TV: A close-knit family gathers to find out what’s contained in

During the COVID-19 pandemic, many small businesses are strapped for cash. They may find it beneficial to barter for goods

Nearly everyone owns at least some digital assets, such as online bank and brokerage accounts, bill-paying services, cloud-based document storage,

If you have adopted children or unadopted stepchildren, estate planning is critical to ensure that your property is distributed the

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for

A widely circulated article about the COVID-19 pandemic, written by author Tomas Pueyo in March, described efforts to cope with

You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While trusts can

The extended federal income tax deadline is approaching. The IRS postponed until July 15 many payment and filing deadlines. The

The IRS and the U.S. Treasury had disbursed 160.4 million Economic Impact Payments (EIPs) as of May 31, 2020, according