by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 8, 2017 | Featured, Palma Financial Services
Getting The Ball Moving And Hitting A Reward “Great things are not done by impulse, but by a series of small things brought together.” -Vincent van Gogh Early in my career as a manager, I discovered that when one employee receives a reward or...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 15, 2017 | Featured, Life Insurance
Why and How Banking in some form has been around for thousands of years. It is responsible for untold wealth for lenders but the model can be replicated by average families to create and preserve wealth. However, despite its longevity, ask yourself if you’ve...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 12, 2016 | Featured, Retirement Planning
You’ve built a successful career. Are you building a successful retirement? If there was a way to legitimately deduct $350,000 or more per year from your taxes while funding your secure retirement, would you want to take a look? A Defined Benefit Pension Plan...
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 | Oct 8, 2016 | Featured
The statement is still correct, as long as you filed timely per the Tax Court Martin Decision SFR Substitute For Return (SFR) Under the right circumstances you might never have to pay taxes (the key statement is at 1:19). The rest of us have to pay taxes, and as part...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 7, 2016 | Featured
Ready to buy life insurance? Not so fast first you need to qualify. Typically, you have to undergo a medical exam to help the insurer estimate your life expectancy and determine your rate. The longer you’re likely to be around to pay premiums, the less...