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

Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. A TIC

Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid

If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse

If you’re charitably inclined and you collect art, appreciated artwork can make one of the best charitable gifts from a

Do you own a vacation home? If you both rent it out and use it personally, you might save tax

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to

If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale,

For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the

The Tax Cuts and Jobs Act (TCJA) created a new general business tax credit for certain businesses that grant their