Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A.

Our Managing Partner Steven Klein and his wife, Tammy Klein, were thrilled to attend the IAPA International Global Conference 2024 in New York! With attendees from across the globe, the event offered enriching networking experiences, dynamic discussions, and collaboration opportunities.. We look forward to seeing everyone again in 2025 and to the exciting opportunities that lie ahead for our global network! #IAPANY2024 #IAPA #Global #Association #Accountancy #Legal #Advisory #Collaboration #Networking

We are actively seeking highly motivated Tax Seniors to join our dynamic Tax Services division at our Miami, Boca and Denver offices! As a key member of our team, you'll play a pivotal role in optimizing our clients' tax processes and supporting their informed decision-making. This exciting role will have you focusing on helping businesses develop effective tax strategies, ensuring tax compliance, maximizing post-tax profits, and providing essential application support to establish and maintain the best corporate tax practices. If you're eager for career advancement and want to be part of an environment that encourages learning, personal growth, and making a meaningful impact, we'd love to connect! To learn more about the job position or to apply, visit: https://lnkd.in/eyxbWpHg

On this Veterans Day, we salute the heroes who've served with bravery and selflessness. Thank you for your unwavering dedication to our nation. #VeteransDay

We are proud to serve as a sponsor of the 23nd Annual Joint Tax & Estate Planning Seminar, presented by United Way of Broward County, Community Foundation of Broward and Jewish Federation of Broward County, taking place on Friday, November 15 at First Baptist Fort Lauderdale. This year's topic is "Estate Planning in a Post-Election Environment". Register here --> jointtaxandestate.com

Thank you, Luxury Guide USA, for spotlighting our Managing Partner, Steven Klein! Discover Steven’s journey in financial leadership and the vision that’s driving impactful growth. Check out the full story! #FinanceLeadership #MiamiFinance #BocaRatonLeadership #FinancialServices #FinanceProfessionals #LeadershipInFinance #BusinessLeadership #MiamiBusiness #BocaRatonBusiness #FinancialStrategy #AccountManagement #FinanceExperts #LeadershipExcellence #FinancialGrowth #MiamiLeaders

Advantages of keeping your business separate from its real estate: Does your business require real estate for its operations? Or do you hold property titled under your business's name? It might be worth reconsidering this strategy. With long-term tax, liability and estate planning advantages, separating real estate ownership from the business may be a wise choice. How taxes affect a sale Businesses that are formed as C corporations treat real estate assets as they do equipment, inventory and other business assets.... https://bit.ly/48yQiMN

Taking the mystery out of the probate process: Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the most attention, is the fact that probate is public. Indeed, anyone who's interested can find out what assets you owned and how they're being distributed after your death. And because of its public nature, the probate process can draw unwanted attention from disgruntled family members who may challenge the disposition of your... https://bit.ly/3YHzTTa

Understanding your obligations: Does your business need to report employee health coverage?: Employee health coverage is a significant part of many companies' benefits packages. However, the administrative responsibilities that accompany offering health insurance can be complex. One crucial aspect is understanding the reporting requirements of federal agencies such as the IRS. Does your business have to comply, and if so, what must you do? Here are some answers to questions you may have. What is the number of employees before compliance is... https://bit.ly/4fmXP3y

How will the 2025 inflation adjustment numbers affect your year-end tax planning?: The IRS has issued its 2025 inflation adjustment numbers for more than 60 tax provisions in Revenue Procedure 2024-40. Inflation has moderated somewhat this year over last, so many amounts will increase over 2024 but not as much as in the previous year. Take these 2025 numbers into account as you implement 2024 year-end tax planning strategies. Individual income tax rates Tax-bracket thresholds increase for each filing status, but because they're... https://bit.ly/40j6cJf

Unlock your child's potential by investing in a 529 plan: If you have a child or grandchild planning to attend college, you've probably heard about qualified tuition programs, also known as 529 plans. These plans, named for the Internal Revenue Code section that provides for them, allow prepayment of higher education costs on a tax-favored basis. There are two types of programs: Prepaid plans, which allow you to buy tuition credits or certificates at present tuition rates, even though the beneficiary... https://bit.ly/4e05BiT