by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 29, 2023 | Holiday
We want to honor the courageous men and women who sacrificed for our nation. This day reminds us of their selflessness and dedication to protecting our freedom. 🎖️🗽 This Memorial Day, let us unite in remembrance and express our gratitude for those who made our freedom...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 28, 2023 | Employee Retention, Tax Credits
Are you missing out on valuable opportunities due to fear and misinformation surrounding the Employee Retention Credit (ERC)? 😱💭 Break free and unlock the incredible benefits for your business. Let us debunk myths and provide the facts you need. 💡 KEY POINTS: Embrace...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 27, 2023 | Family Loan, Financial Services
Are you interested in helping a family member buy their dream home? We have some exciting information that can benefit you and your loved ones. 🏡💙 Imagine this: the interest rates for traditional home loans are quite high, but worry not! Family loans provide a much...
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 24, 2023 | Tax Strategy, Tax Deductions
🔍💰 Have you ever considered whether deducting expenses incurred from pursuing your hobby is possible? 💸🎨 💪 What about deducting your gym membership fees? 🏋️♀️🏋️♂️ 🎓📚 Or even deduct educational expenses? 🎒🎓 The good news is that various deductions are available, but...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 23, 2023 | Tax Strategy, Charity
Once upon a time, in a close-knit town, Sarah discovered the power of charitable donations. ✨ Not only could she make a difference in her community, but also lower her taxable income. 🌟 Excited, she learned to plan her giving, maximizing tax savings strategically. 💡...
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 20, 2023 | Business Protection, Financial Services
Imagine a powerful shield against personal liability and a rock-solid foundation for your business. That’s what an LLC offers you. Let’s explore the crucial moments when forming an LLC becomes absolutely essential: 🛡️ Protect Your Assets: Shield your...
