by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 13, 2023 | Business Planning, Tax Assessment
Treasury Management: Protecting Your Business in Times of Banking System Failures.🏢 In light of the recent failure of Signature Bank and Silicon Valley Bank, it’s important to take steps to minimize the impact of a bank run on your finances.✅ Here are 5️⃣...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 8, 2023 | Tax Planning, Tax Assessment
If you’re filing your taxes yearly with an affordable tax preparer and not seeing any savings, it’s time to break the vicious cycle of overpaying. Here are five powerful tax tips to help you stop overpaying: ✔️Keep accurate and up-to-date records 📈 ✔️Use a...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 13, 2023 | Tax Assessment, Webinar
We hope this newsletter finds you well. Don’t worry if you missed our recent webinar, “2023 Tax Strategies for a Recession: Achieving Real Estate Professional Status for Investors and Business Owners,” don’t worry. We’ve recorded it for...
