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

Relief from Student Loan Debt: What Are the Tax Implications? | Gerson Preston Today’s college students often leave school with

Consider Hosting a Family Meeting about Your Estate Plan | Gerson Preston If you’re a business owner and a high-net-worth

Understand Your Social Security Retirement Benefits |Gerson Preston For years, people have questioned the viability of the Social Security system

Gerson Preston Expands Boca Raton Footprint with New Office Move! – http://bit.ly/2ud9meU |Gerson Preston    

Here are some of the key tax-related deadlines affecting businesses and other employers during the second quarter of 2017. Keep

If your estate plan includes one or more trusts, review them in light of income taxes. For trusts, the income

Families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT).

Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite

You’d be hard pressed to find a company not looking to generate more leads, boost sales and improve its profit

It can be difficult in the current job market for students and recent graduates to find summer or full-time jobs.

If you recently filed for your 2016 income tax return (rather than filing for an extension) you may now be

Income and losses from investment real estate or rental property are passive by definition — unless you’re a real estate

If you operate your business as a C corporation, how you put money into your company — and how you

Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if

A family limited partnership (FLP) allows you to manage and protect your wealth while gradually transferring it to your children

Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination

A new but temporary special depreciation allowance for qualified production property (QPP) was created by last year’s One Big Beautiful

A new tax-advantaged way to help children build up savings for the future was created by the One Big Beautiful

Choosing an executor is one of the most important decisions in the estate planning process. This person (or institution) will

If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you

An important decision to make when filing your individual income tax return is whether to claim the standard deduction or

Many people think of estate planning as a “one-and-done” task — something you complete and file away. But an estate

If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one

The deadlines for filing 2025 tax returns (or extensions) are fast approaching. Although most tax planning moves must be completed