by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 23, 2024 | Business Planning, Palma Financial Services, Pro Tips, Tax Deductions
Imagine your business breaking barriers and reaching new heights. Is your current legal structure a hidden obstacle? For established entrepreneurs and new business owners, the right entity choice is key to unlocking growth, operational efficiency, and financial peace... by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 21, 2024 | Business Planning, Tax Deductions, Tax Planning, Tax Strategy
Significant updates for student loan borrowers have been announced! President Biden disclosed the cancellation of $1.2 billion in student loan debt, benefiting around 150,000 borrowers and contributing to a total debt forgiveness of $138 billion for nearly 3.9 million... by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 12, 2024 | Pro Tips, Business Planning, Consulting Services, Financial Services, Tax Planning
As we kick off the 2024 tax season, staying alert to the increasing trend of fraudulent 2023 tax return filings is crucial. To assist in this, our firm has developed a targeted quiz to aid in recognizing and combating these scams. This quiz is vital in ensuring... by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 17, 2024 | Tax Advisory, Business Planning, Tax Assessment
Have you thought about long-term care? It’s more than just finding the right retirement home. It’s about protecting your financial health and peace of mind, now and in the future. Here are 5 key points to consider: 1. The Truth About Coverage: It’s a... by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 13, 2024 | Business Planning, Consulting Services, Rental Property, Small Businesses
Running a business isn’t easy. Every penny counts, including choosing the right tools – like your next business vehicle. 🚗💼 Is buying or leasing the smarter move? The answer’s surprising: it’s not just about the monthly payment. In 2024, the biggest... by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 12, 2024 | Accounting Services, Bookkeeping, Business Planning, Consulting Services
I’m back, but not with another game-changing policy: Umbrella Insurance. Think of it as a security blanket for your finances, protecting against unforeseen lawsuits and liabilities. It’s an invaluable asset for both business owners and rental property...