by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 31, 2014 | Featured
During my career I have been blessed with the opportunity to work with visionaries and people that do not take no for an answer. Carlos Figueroa is one of those individuals; he was a paratrooper during WWII and a successful real estate broker in San Francisco,...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 22, 2014 | Featured
I originally wrote the following article in November, 2011. I am choosing to republish it today because I think it is as relevant today as it was then. If you have any questions please call or email. – Miguel Palma, CPA, PFS, CGMA. Warren Buffett is widely...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 11, 2013 | Featured
Two recent lawsuits have shed light on tax-preparation franchises, raising red flags from unwitting taxpayers looking for fast, affordable service just in time for tax season. The fight between H&R Block and Intuit, parent company of TurboTax software, has spilled...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 24, 2012 | Featured
For many boomers, long-term care needs short-term attention. Seventy-seven million of them will become senior citizens during the next 18 years, bringing more focus to how they will be cared for and pay for care in their twilight years. Long-term care insurance is an...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jul 27, 2012 | Featured
The Transamerica Center for Retirement Studies ® (the Center) recently released its 13th Annual Retirement Survey. Since 1999, the Center has conducted a national survey of U.S. business employers and workers regarding their attitudes toward retirement. The overall...
