by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 5, 2014 | Featured
I have a client who for purposes of this article we shall call Bob. I have known Bob for over 15 years. Approximately 12 years ago Bob and I had a discussion about his young sons college education. Bob was concerned how he was going to pay for it. I proposed a life...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 19, 2013 | Featured
It is never too soon for individuals or business owners to involve themselves in tax planning. In fact the earlier one begins the more prepared they will be and inevitably much less stressed once the tax deadline approaches. Since everyones tax situation is different,...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 29, 2013 | Featured
Are you a small business owner? If so, then allow me to give you a big high five for propping up the American economy at a time of uncertainty and lots of negativity. Studies consistently show that small businesses that is, businesses loosely defined as independently...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 22, 2013 | Featured
Americans aren’t saving enough money, hampering their ability to save up for their ideal retirement experience or top-notch college education for the kids, a new study suggests.They are not laying the foundation now for brighter days in the future. Surely the...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 15, 2013 | Featured
Newly married couples have many pressing items on their to-do lists, but one task that often falls by the wayside is purchasing life insurance. Although you may not think about it as often as you do, say, car insurance, life insurance plays such an integral role in a...