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 ā like your next business vehicle. šš¼ Is buying or leasing the smarter move?Ā The answer’s surprising: it’s not just about the monthly payment.Ā 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:Ā 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...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 6, 2024 | Accounting Services, Bookkeeping, Business Planning, Business Protection, Consulting Services
Was your company created before 2024? As part of the newĀ Corporate Transparency Act (CTA), companies like yours are required to submit a Beneficial Ownership Information report (BOI) by the extended deadline of January 1, 2025 (equivalent to December 31, 2024). Here...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 4, 2024 | Accounting Services, Business Planning, Consulting Services, Financial Services
Effective January 1, 2024, theĀ Corporate Transparency Act (CTA)Ā brings new filing requirements for US businesses. Who needs to file? Most corporations, LLCs, and other business entities (called “reporting companies”) are formed or registered in the US....
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 4, 2023 | Business Planning, Webinar
Join ourĀ Master Class for Tech Professionals and Business Owners: Save Money on Taxes by Achieving Real Estate Professional Status in 2023. š
Ā Date: September 6, 2023 ā°Ā Time: 10:00 a.m. PST / 1:00 p.m. EST Limited Seats. RegisterĀ Here.
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jul 24, 2023 | Business Planning, Tax Planning
Ever wondered what your business is truly worth? At Palma Financial, we are here to help you find the answer to this critical question. As trusted advisors, we understand the importance of knowing your business’s value. Understanding its true worth is crucial...
