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

If you run a business “on the side” and derive most of your income from another source (whether from another

Like many businesses, yours may allow retirement plan participants to take out loans from their accounts. Such loans are governed

There are few events that can completely upend a person’s life more than divorce. Of course, there’s the emotional toll

An agreed upon procedures (AUP) engagement uses procedures similar to an audit, but on a smaller and limited scale. Here’s

Company retreats can cost enormous amounts of time and money. Are they worth it? Sometimes. Large-scale get-togethers can involve considerable

Like many business owners, you might also own highly appreciated business or investment real estate. Fortunately, there’s an effective tax

Yes, there’s still time to make 2016 contributions to your IRA. The deadline for such contributions is April 18, 2017.

Although probate can be time consuming and expensive, perhaps its biggest downside is that it’s public — anyone who’s interested

The federal income tax filing deadline for calendar-year partnerships, S corporations and limited liability companies (LLCs) treated as partnerships or

It’s not uncommon for adult children to help support their aging parents. If you’re in this position, you might qualify

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your

Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision