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 | Aug 20, 2013 | Featured
The deadline for U.S. Individual Income Tax Returns (with extension) is October 15, 2013. However, business entities need to be aware that the following forms are due September 16, 2013 (if an extension was requested): Form 1041 – U.S. Income Tax Return for...
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 | 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...
