Blog
The Path to Zero Tax: Investing in Rental Properties
Are you tired of overpaying income taxes and missing out on potential savings and wealth-building opportunities? We have exciting news for you! Our team at Palma Financial recently helped a referral from Glenn, a successful real estate investor, explore the Zero-Tax...
Remember the Deadline! Get Your Tax 1099 Documents DONE Now!
It's important to ensure that all necessary tax documents are in order are timely as we start a new year. One of these documents is the 1099 form. What is the form used for 1099? This is used to report non-employee compensation to the IRS and must be issued to any...
“Unlock the Power of Accrual Basis Accounting – Just Like Carlos Did!”
Want to transform your business's financial performance and save big on taxes? Carlos did that, saving over $375,000.00 in 2021 with our Tax Advisory services by switching to accrual basis accounting. This method provides a comprehensive view of your business's...
Are You Bracing for an IRS Audit?
Urgent: Protect Yourself from IRS Audits Now - Expert Strategies to Avoid Scrutiny and Secure Positive Results Don't Let Fear and Uncertainty Take Over - Trust Our Experts to Guide You Through the Process" Time is of the essence - our team of experienced tax...
Don’t Be a Stranger, Stay Connected with Palma Financial Services
Hello ! We hope this message finds you well and that you've been enjoying the information and resources we've sent you through our newsletters. We understand that everyone's needs and interests are different, and we want to ensure that the information we're sending...
Is Your Tax Accountant Proactive or Reactive?
What is the problem with the current breed of tax accountants? By definition, the word proactive is "creating or controlling a situation by causing something to happen rather than responding to it after it has happened." What does all of this mean when it comes to...
Urgent- Webinar Starting in 1 Hour
Take advantage of your chance to improve your cash flow and unlock new opportunities in the current recession. Register for our upcoming webinar, "2023 Tax Strategies for a Recession: Achieving Real Estate Professional Status for Investors and Business Owners," now...
Don’t miss our Webinar tomorrow!
Position yourself to thrive during the recession by taking advantage of the opportunity to gain the powerful real estate professional status and learning valuable tax strategies. Our upcoming webinar, "2023 Tax Strategies for a Recession: Achieving Real Estate...
Don’t Wait – Book Your Tax Assessment Today to Minimize the Risk of an IRS Audit
Do you Know Tax Planning Cuts the Chances of an IRS Audit? Please don't wait for the IRS to come knocking on your door. Take proactive steps to protect your financial future with our expert tax planning services. Proper tax planning is the key to minimizing your risk...
Boost Your Cash Flow with Tax Strategies for a Recession: Achieving Real Estate Professional Status – Register Now!
As a real estate investor or business owner, you know that the market can be unpredictable. But certain tax strategies can help you take advantage of the benefits available during a recession. That's why we're hosting a live webinar on Tuesday, January 24, at 10 a.m....
