by mpalma | Aug 19, 2021 | Dublin CPA, EIDL Loan, Palma Financial Services
Do you own a small business? If so, you should have a small business CPA to help you navigate your finances and taxes. But not any small business CPA. One that knows how to save you the most money. For instance, did you know that this might be your last chance to...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 3, 2016 | Dublin CPA, Featured, Retirement Planning
Ignoring Tax Class Diversification Means Setting Up Future Tax Bombs For Your Clients Warren Buffett is widely regarded as one of the most successful investors in the world. Here are a few Quotes from the Oracle of Omaha on diversification: Diversification is a...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 24, 2015 | Dublin CPA, Palma Financial Services, Retirement Planning
A recent survey showed that 401(k) plans are now the No. 1 way workers save for retirement. Those fortunate enough to remain steadily employed have relied on their employers to provide financial security for their retirement. Your 401k plan is based on matching...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 25, 2015 | Dublin CPA, Palma Financial Services
As a financial professional, my responsibility is to make recommendations, regardless of our compensation, to achieve your goals. I have a fiduciary duty to make recommendations that are in the best interest of the client. Throughout the course of our lives, we arrive...
