by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 26, 2023 | Tax Assessment, Tax Planning, Uncategorized
Get ready to groove and minimize tax liabilities legally! 💃🕺 In the spotlight is Scott Johnson, a Sacramento attorney known for his fancy footwork in disability discrimination lawsuits. Let’s learn from his missteps and take center stage in proactive tax... 
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 25, 2023 | Tax Planning, Tax Strategy
Are you tired of overpaying the IRS each year? 😫 Are you unsure if you’re taking advantage of all the tax credits and deductions available? 🤔 Let’s create a comprehensive tax plan. 💼💰 Just like our body weight, our taxes can be hard to change without... 
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 22, 2023 | Tax Credits, Tax Planning
Imagine a realm where the very essence of state tax regimes has been transformed. In over 20 states, including yours, the Pass-Through Entity Tax (PTET) reigns supreme. 😬 Discover key insights about this intricate tax regime: Understanding PTET: The Pass-Through... 
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 21, 2023 | Tax Planning, Tax Strategy
I don’t just want to complete your tax return; I want to go beyond that. 💼📊 My goal is to utilize effective tax strategies that will help reduce your taxable income. 💡💰 Unfortunately, not all accountants in my industry share this mindset. 😔 I have the expertise... 
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 18, 2023 | Financial Services, Tax Planning
Is your wallet ready for the next big disaster? 🌪️💸 Brace yourself because emergencies strike unexpectedly in the US and wreak havoc on personal finances. 💥 With 20 Presidential disasters already declared by March 2023, you can’t afford to be caught off guard.... 
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 11, 2023 | Business Planning, Tax Planning
How can a business manage its finances while experiencing rapid growth? 💭 👨💼👩💼 Seek guidance from an expert who specializes in maximizing tax savings. Our services support small business owners in finding strategies to save as much as possible each year while... 