by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 24, 2023 | Tax Assessment, Tax Planning
As we get closer to August 31, I want to discuss something that could significantly impact your financial future. Imagine this: you have a blueprint that guides you through a maze of tax laws, helping you keep more of your money, protect your assets, and set yourself...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 23, 2023 | Tax Assessment, Tax Planning
Success Spotlight: Ashley’s Law Firm Transformation Ashley owned a law firm burdened with what seemed like insurmountable challenges. But with our collaboration, she triumphed: Accurate Monthly Financials: Clarity in her firm’s operations for better...
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 | Aug 19, 2023 | Sole Proprietorship, LLC, Tax Assessment
Choosing the right business structure is pivotal in shaping your company’s future. Your aspirations, size, functions, liability concerns, and tax goals are essential factors that guide this vital decision. Whether considering a sole proprietorship, partnership,...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 12, 2023 | Education, Tax Assessment
Did you think your 529 account only covered tuition? Think again! Your student’s needs are tax-free, from tuition and mandatory fees to books, computers, and even required equipment! Yep, that’s right, no federal or state taxes on those qualified expenses....
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 6, 2023 | Sports, Tax Assessment
Dear Mr. Messi, Greetings! As the world celebrates your legendary soccer performance, we are equally excited to partner with you in the equally challenging world of real estate development. Your recent question regarding using non-direct costs from your project to...
