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

While April 15 (April 17 this year) is the main tax deadline on most individual taxpayers’ minds, there are others

U.S. citizens working abroad are generally taxed on their worldwide income, but if they have a tax home in a

Today, it’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning

Non-U.S. citizens in the United States face some estate planning challenges when it comes to taxes. If you’re a U.S.

Celebrating the successful end of another tax season with the team…Thanks to everyone who contributed to the success of the

Gerson Preston Features Partner Stuart Rohatiner at University of Miami’s April 2018 event “It is All About the U”. Photo

Gerson Preston Features Partner Stuart Rohatiner who spoke at the recent University of Miami Global Entertainment and Sports 2018 Conference.

Classifying workers as independent contractors — rather than employees — can save businesses money and provide other benefits. But the

A traditional trust can sometimes create a conflict between the lifetime and remainder beneficiaries. For example, investment strategies that provide

The Treasury Department and the Internal Revenue Service (IRS) today provided additional guidance (Notice 2018-13) for computing the “transition tax”

IRAs and employer-sponsored plans such as 401(k)s are powerful retirement savings tools, but they also provide valuable estate planning benefits.

If your organization offers a 401(k) plan, you’re probably aware that you can lay down some rules regarding when participants

The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax

One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate

If you run a business and accept payments through third-party networks such as Zelle, Venmo, Square or PayPal, you could

If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the

If you own your own company and travel for business, you may wonder whether you can deduct the costs of

If you’re concerned about the impact of transfer taxes on your gifts, consider making “net gifts” to your loved ones.

If you’re in business for yourself as a sole proprietor, or you’re planning to start a business, you need to

April 18, 2022, is the deadline for filing your federal income tax return. Keep in mind that the gift tax

Traditional IRAs and Roth IRAs have been around for decades and the rules surrounding them have changed many times. What

If you operate a business, or you’re starting a new one, you know you need to keep records of your

Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve as much