by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jul 1, 2016 | Featured, Palma Financial Services
Do You Know The Difference? – Why It Matters I believe that the major differences between those who refer to themselves as Tax Preparers, Tax Advisors and those actually accredited as Certified Public Accountant Personal Financial Specialists (CPA/PFS) are best...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jun 10, 2016 | Featured
A Gift For Your Friends Palma Financial Services, Inc. clients have the peace-of-mind that we help them claim every possible deduction legally allowed in the tax code. We put each return through an extensive review process to ensure that they keep all income they...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 28, 2016 | Featured, Life Insurance
When you take out a life insurance policy, you pay premiums in the expectation that when you die, your spouse and/or your children will receive the death benefit. But audits of the nation’s leading insurance companies have uncovered a systematic, industry-wide...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 20, 2015 | College Planning, Featured, Palma Financial Services
Learn How You Can Get Thousands of Dollars of FREE Money, Regardless of Your Income, Assets or Grades! ?Get $7,500 – $35,000 or more in Financial Aid, Grants & Scholarships per year! IMPORTANT: If you think your family makes too much money to get financial...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 29, 2015 | College Planning, Featured
Proper college funding is vital for all families desiring to have their children get a higher education. The levels of need for this funding fall into three categories: C1 Families With Total Financial Need Families that are in this category are going to get some...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 26, 2015 | Featured
What to Expect from a Competent College Funding Advisor To get a good idea of what makes a competent college funding advisor, first we should look at the people you should not rely on to help you make the proper decisions regarding the planning of the financial side...