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

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