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...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jul 22, 2023 | Business Planning, Tax Deductions
In today’s competitive business landscape, leveraging all available financial advantages can make all the difference. One such advantage that can significantly impact your business’s fiscal health is the Qualified Business Income Deduction, also known as...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jul 20, 2023 | Business Planning, Tax Assessment
Have you ever wondered what your business is truly worth? Palma Financial will unwrap the answer to this critical question this Christmas in July and present you with knowledge. As trusted advisors, we understand the importance of knowing the true value of your...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 11, 2023 | Business Planning, Tax Planning
How can a business manage its finances while experiencing rapid growth? 💭 👨💼👩💼 Seek guidance from an expert who specializes in maximizing tax savings. Our services support small business owners in finding strategies to save as much as possible each year while...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 22, 2023 | Business Planning, Accounting Services
In today’s fast-paced world, seeking quick answers to complex financial questions is important. 💸 However, relying on advice from a CPA who is not formally engaged can be risky. At Palma Financial Services, we want to ensure you receive the most accurate and...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 13, 2023 | Business Planning, Tax Assessment
Treasury Management: Protecting Your Business in Times of Banking System Failures.🏢 In light of the recent failure of Signature Bank and Silicon Valley Bank, it’s important to take steps to minimize the impact of a bank run on your finances.✅ Here are 5️⃣...