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

Expecting tax cuts next year? President-elect Trump declared one of his top priorities to be passage of a “major tax

Distributor’s TV packages don’t qualify. In two similar Technical Advice Memorandums, the IRS determined that a television subscription package sold

Taxpayers denied child tax breaks. For part of a year, a married couple lived with a child from the wife’s

The last month or so of the year offers accrual-basis taxpayers an opportunity to make some timely moves that might

Accrual-basis taxpayer? One way to save tax is to properly record and recognize expenses that were incurred this year but

Inventory is a prime target for fraud schemes, second only to cash. Retailers, manufacturers and contractors are at risk for

Extra time to supply Affordable Care Act (ACA) statements. The IRS has extended the ACA information reporting due date to

Is your inventory being stolen by dishonest employees or customers? Inventory is a prime target for fraud schemes, second only

Educational institutions get extended penalty relief for tuition reporting change. The IRS has announced that it is extending previously granted

Bipartisan bill introduced in Senate to strengthen retirement savings. On Nov. 17, Senate Finance Committee Chair Orrin Hatch (R-UT) and

“Mailbox rule” reigns supreme. A federal district court dismissed a suit by married taxpayers who claimed they’d filed a timely,

Typically, much of the estate planning process focuses on money. But the most successful estate plans are founded on relationships.