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

If your estate plan includes one or more trusts, you may have a good reason for wanting to keep them

The “sandwich generation” accounts for a large segment of the population. These are people who find themselves caring for both

For some business owners, succession planning is a complex and delicate matter involving family members and a long, gradual transition

Tax credits reduce tax liability dollar-for-dollar, potentially making them more valuable than deductions, which reduce only the amount of income

  As a business owner, you know that it’s easy to spend nearly every working hour on the multitude of

  The Internal Revenue Service released a new tool Wednesday designed to help millions of Americans ensure they’re not dramatically

  Passage of the Tax Cuts and Jobs Act (TCJA) in December 2017 has led to confusion over some of

Gerson Preston recognizes Partner Stuart Rohatiner for his contributions to The Miami Heat Coaches Clinic, emphasizing the power of community

gpkleg group photo

Gerson Preston features Cuban-American artist Ricardo Casado in its Miami office as he honors the rich history of Gerson Preston

In this season of paper piles, bursting files and inscrutable tax forms arriving in the mail, tip your cap to

Are you a high-income small-business owner who doesn’t currently have a tax-advantaged retirement plan set up for yourself? A Simplified

Smart Strategy Steven F. Klein And Steven A. Moses | Gerson Preston Recovering from Disaster ENSURING A HOTEL’S INSURANCE CLAIM

Year-round tax planning generally produces the best results, but there are some steps you can still take in December to

Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at

A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a blended family.

If you have a flexible spending account (FSA) through your employer to help pay for health or dependent care expenses,

Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one or more

A living trust is one of the most versatile estate planning tools available. It offers a streamlined way to manage

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

When creating a will, most people focus on the big-ticket items — including who gets the house, the car and

Saving taxes probably isn’t your primary reason for supporting your favorite charities. But tax deductions can be a valuable added

If you pay more than $10,000 in state and local taxes (SALT), a provision of the One Big Beautiful Bill

Making sure your family will be able to locate your estate planning documents when needed is one of the most

Now is the time of year when taxpayers search for last-minute moves to reduce their federal income tax liability. Adding