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Unlocking the Power of LLC: When Do You Really Need It?

Unlocking the Power of LLC: When Do You Really Need It?

by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 20, 2023 | Business Protection, Financial Services

Imagine a powerful shield against personal liability and a rock-solid foundation for your business. That’s what an LLC offers you. Let’s explore the crucial moments when forming an LLC becomes absolutely essential: 🛡️ Protect Your Assets: Shield your...
Follow the Three Cardinal Rules for Deducting Casualty Losses 🚨💸💔

Follow the Three Cardinal Rules for Deducting Casualty Losses 🚨💸💔

by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 18, 2023 | Financial Services, Tax Planning

Is your wallet ready for the next big disaster? 🌪️💸 Brace yourself because emergencies strike unexpectedly in the US and wreak havoc on personal finances. 💥 With 20 Presidential disasters already declared by March 2023, you can’t afford to be caught off guard....
Navigating the Path to Lifelong Protection and Potential Returns 📈

Navigating the Path to Lifelong Protection and Potential Returns 📈

by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 17, 2023 | Life Insurance, Financial Services

🤔 Imagine this scenario: you’re sitting down with your financial planner, and they ask you a question that makes you stop and think. “Are you prepared to accept a greater risk in pursuit of potentially higher returns that could have a significant...
Are You Looking to Fortify Your Financial Foundation?

Are You Looking to Fortify Your Financial Foundation?

by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 16, 2023 | Financial Services, Tax Assessment

🛡️ Safeguard Your Financial Future with an Umbrella Policy – Get the Coverage You Need Today! 💰💼 Picture this: You’ve worked tirelessly for years to build up your assets and financial security, only to have it all threatened by an unexpected lawsuit. 😱...
🤑 Cha-Ching! Stop the Receipt Madness – Streamline Your Business Expenses with the $75 Rule.

🤑 Cha-Ching! Stop the Receipt Madness – Streamline Your Business Expenses with the $75 Rule.

by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 21, 2023 | Financial Services, Tax Planning

Are you tired of sifting through piles of receipts to document your business expenses? There’s good news! You can avoid the hassle of keeping receipts for some expenses with the $75 Rule for Business Expenses. 💸 Under the $75 Rule, you don’t need to keep...
🔎3 Blind Spots in Your 401(k) Plan Your Advisor Didn’t Tell You

🔎3 Blind Spots in Your 401(k) Plan Your Advisor Didn’t Tell You

by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 3, 2023 | Tax Planning, Financial Services

Are you getting the most out of your 401(k) plan? If not, you’re not alone. Many people DO NOT take advantage of valuable benefits that could help them save money and increase their retirement savings. Here are 3 plus blind spots your advisor might not have told...
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