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...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 5, 2023 | Pro Tips, Financial Services
Are you ready for an exclusive inside secret that can help you increase your net worth? Well, you’re in for a treat because I’ve got one for you! Antiques – yes, those old pieces of furniture – can help you build your net worth in a way you...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 17, 2022 | Financial Services, Business Planning, Retirement Planning, Tax Planning
Retirement is one of the most important things in life, but it can happen faster than you realize. Don’t wait until December 31 to secure your year-end retirement deduction!Secure your year-end retirement deduction by establishing a retirement plan before...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 11, 2022 | Business Planning, Financial Services, Health, Pro Tips, Small Businesses
Last-Minute Year-End Medical Plan Deductions and Credits Every small business owner with one to 49 employees needs a medical plan for their company.The law does not force you to have a plan if you have 49 or fewer employees, but you should.Most medical plan tax...