by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 19, 2013 | Featured
Your tax return is more than a tally of what you owe Uncle Sam. Its a roadmap to financial planning, giving insight into investment, retirement and estate planning needs.Tax season gives us a snapshot of our total financial picture, said Miguel Palma, CPA/PFS, with...
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 | Oct 25, 2012 | Featured
Regardless of your age, it’s never too earlyor too lateto plan for your retirement years. Obviously, the sooner you begin to formally plan, the more comfortable and secure your retirement will be. The following is provided to help you identify critical areas of...
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...
