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. 😱... 
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... 
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... 