by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 12, 2023 | Tax Assessment, Tax Planning, Tax Strategy, Webinar
Are you facing a mountain of tax forms and feeling overwhelmed? Don’t worry, you’re not alone. This year has been a rollercoaster for many, with rising wages, inflation, and complex tax codes leaving individuals and small businesses like you feeling like...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 11, 2023 | Webinar, Accounting Services, Financial Services, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
Did your CPA just tell you, “2023 taxes are toast?” Please don’t believe it! We just helped a client who signed with us in the first week of December to save $39,000 in taxes. It took a lot of effort and teamwork, but it was possible! YOU can be...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 5, 2023 | Webinar, Tax Advisory, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
We just wanted to THANK YOU ! for making our recent webinar “Beat the 2023 Tax Deadline: Learn the Ultimate Tax Strategies to Save Thousands Before Year-End” a success. Catch the Replay! In case you missed a beat or two (we get it, life happens),...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 28, 2023 | Webinar, Tax Advisory, Tax Assessment, Tax Planning, Tax Strategy
We’re excited to have you join us for our Webinar: Beat the 2023 Tax Deadline: Learn the Ultimate Tax Strategies to Save Thousands Before Year-End What to expect: ✅Gain insights into deducting business expenses and leveraging deductions for home office and...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 4, 2023 | Business Planning, Webinar
Join our Master Class for Tech Professionals and Business Owners: Save Money on Taxes by Achieving Real Estate Professional Status in 2023. 📅 Date: September 6, 2023 ⏰ Time: 10:00 a.m. PST / 1:00 p.m. EST Limited Seats. Register Here.
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 1, 2023 | Tax Strategy, Webinar
Are you leaving money on the table when it comes to taxes? Your breakthrough moment is just around the corner! In just 5 days, on September 6, our Master Class will guide tech professionals and business owners like you toward maximizing tax savings. Discover the...
