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 you’re charitably inclined, making donations is probably one of your key year-end tax planning strategies. But if you typically

Section 529 plans provide a tax-advantaged way to help pay for college expenses. Here are just a few of the

If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on

If you invest, whether you’re considered an investor or a trader can have a significant impact on your tax bill.

If you recently redeemed frequent flyer miles to treat the family to a fun summer vacation or to take your

Many expenses that may qualify as miscellaneous itemized deductions are deductible only to the extent they exceed, in aggregate, 2%

If you go on a business trip within the United States and tack on some vacation days, you can deduct

For anyone who takes a spin at roulette, cries out “Bingo!” or engages in other wagering activities, it’s important to

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you

Last year a break valued by many charitably inclined retirees was made permanent: the charitable IRA rollover. If you’re age

The income tax credit for certain energy-efficient home improvements and equipment purchases was extended through 2016 by the Protecting Americans

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found

Are you wondering if the passive activity loss rules affect business ventures you’re engaged in — or might engage in?

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales

You may view your will as the centerpiece of your estate plan. But other documents can complement it. For example,

October 15 is the deadline for individual taxpayers who extended their 2019 tax returns. (The original April 15 filing deadline

Election years often lead to uncertainty for businesses, but 2020 surely takes the cake when it comes to unpredictability. Amid

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to

Like so many things this year, the recommended practices for your annual end-of-the-year tax planning reflect the COVID-19 pandemic and

Do you buy or lease computer software to use in your business? Do you develop computer software for use in

The business use of websites is widespread. But surprisingly, the IRS hasn’t yet issued formal guidance on when Internet website

In some cases, investors have significant related expenses, such as the cost of subscriptions to financial periodicals and clerical expenses.

Generally, the proceeds of your life insurance policy are included in your taxable estate. You can remove them by transferring

With the presidential election only weeks away, many people are beginning to pay closer attention to each candidate’s positions on