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

Sometimes estates that are large enough for estate taxes to be a concern are asset rich but cash poor, without

In April 2018, the IRS released temporary guidance on the amended limit on deductions for business interest expense for tax

Many factors go into the success of a company. You’ve got to offer high-quality products or services, provide outstanding customer

The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them

Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your

Estate planning typically focuses on what happens to your children and your assets when you die. But it’s equally important

If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable

An IRA is a popular vehicle to save for retirement, and it can also be a powerful estate planning tool.

The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are popular year-end tax planning tools for

If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As

Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end is the