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

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

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But

If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking

Estate planning can be overwhelming. One reason is that it has a language all its own. While you may be

If you run your business as a C corporation, you may be eligible for a potentially significant tax break for

Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a

Powers of appointment allow a trusted individual (the “holder”) to adjust how assets are distributed after your death, based on

If you’re self-employed, you probably have questions about deducting business expenses on your federal income tax return. Here’s a quick

Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create

Many parents assume an estate plan is only necessary for older adults or those with substantial wealth. However, once your

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary

Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also

A properly structured grantor retained annuity trust (GRAT) can be a powerful tool for those with estates large enough that