by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 3, 2023 | Tax Planning, Tax Advisory, Tax Strategy
In our previous email, we mentioned that 93% of small businesses overpay their taxes by at least $10,000 annually. But here’s the surprising part: tax overpayments aren’t just a problem for businesses; they’re affecting individuals like you and me,...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 2, 2023 | Tax Strategy, Tax Planning
According to Forbes.com, 93% of small businesses overpay their taxes by at least $10,000. Are you in that 93%? If so, you’re not alone. But there’s good news! Our Tax Savings Assessment can help you identify and claim all of the tax deductions and credits...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 1, 2023 | Pro Tips, Tax Strategy
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by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 31, 2023 | Tax Strategy, Tax Advisory
In a recent court case (Bass v. Commissioner), the IRS upheld its requirement for an independent appraisal if the non-cash donation exceeds $5,000. It means that if you plan to donate clothing to charity and the value of the donation is over $5,000, you will need to...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 30, 2023 | Tax Strategy, Tax Planning
As a business owner or individual, you’re likely feeling the pinch of rising costs and high inflation. Are you wondering how to combat the effects of inflation while improving your cash flow? Look no further! Our expert tax advisors have developed valuable...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 26, 2023 | Investments, Tax Strategy
!Are you tired of high taxes eating into your hard-earned income? It’s time to take control and explore the world of oil and gas investments – your path to substantial tax savings. Let’s dive into the details: Imagine investing $100,000 in oil and gas....