by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 16, 2014 | Featured, Retirement Planning
Would you like to know the secret to accumulating as much as $2.5 million of fully tax deductible money for retirement? Of course you would. That secret is the defined benefits plan. These plans can include life insurance paid by tax-deductible contributions and can...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 5, 2012 | Featured
A recent NY Times article, Safeguarding Your Assets Against the Hazards of a Lawsuit, states,”Asset protection is something that people with a nice home and a couple of cars should consider, particularly if they can imagine being sued. Certain professionals...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 17, 2012 | Featured
In the eyes of the IRS even an honest mistake can be costly. Those who fill out their taxes incorrectly or accidently underreport their income can be fined considerable amounts. For a small business owner, any inaccuracies can even be more costly…”Business...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 20, 2012 | Featured
Miguel Palma, CPA, looks forward to going to work every morning because he knows what he does makes a difference in people’s lives. “I used to think that success meant having all the money in the world. Now, I see that success is having the time to do the...
