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

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