by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 20, 2023 | Financial Services, Palma Financial Services, Tax Assessment
Miguel Palma CEO, CPA, PFS, CGMA, & Tax Advisor Miguel’s accounting journey began at 18, and he quickly climbed the ranks at firms like Deloitte, PwC, and Levi Strauss & Co. His goal? To help folks like you save income taxes and build wealth. Get to know...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 27, 2023 | Family Loan, Financial Services
Are you interested in helping a family member buy their dream home? We have some exciting information that can benefit you and your loved ones. 🏡💙 Imagine this: the interest rates for traditional home loans are quite high, but worry not! Family loans provide a much...
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...
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....
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...
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. 😱...
