by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 21, 2023 | Pro Tips, Tax Strategy
Welcome to the fifth chapter of our Tax-Free State Strategy Series. Today, we’re venturing into the breathtaking plains and Badlands of South Dakota, a state celebrated not only for its stunning landscapes but also for its wallet-friendly financial perks. No...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 7, 2023 | Tax Assessment, Pro Tips
Is it possible to identify tax-saving techniques to implement before submitting your extended tax return? There exist several methods that can still help you save money. 💡💰 As a business owner, did you know you could save an average of $37,000 annually by implementing...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 28, 2023 | Tax Deductions, Pro Tips
We know that the health and well-being of your employees are important to you. That’s why we’re excited to announce that you can now boost your employee’s health while also getting tax benefits! 💪🏢 Pump Up Your Business: Tax-Deductible Gym Access for...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 2, 2023 | Real Estate, Pro Tips
Are you concerned about protecting your property ownership and preserving your privacy? Look no further than a land trust. 🏡 Here are some reasons to consider setting up a land trust: 🕵️♀️ Privacy protection: A land trust allows you to hold title to real estate...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 11, 2023 | Pro Tips, Tax Strategy
Are you tired of paying a significant portion of your profits to the IRS annually? Do you want to maximize your tax savings potential but need help figuring out where to start? Don’t let the wrong assumption or lack of knowledge lead to thousands of dollars lost. Let...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 6, 2023 | Pro Tips, Wealth Building
Are you tired of living paycheck to paycheck and dreaming of financial freedom? The good news is that increasing wealth and building cash flow are within reach. With the right strategy and discipline, you can take control of your finances and achieve your financial...