by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 8, 2024 | Tax Planning, Accounting Services, Tax Advisory, Tax Strategy
As the 2024 tax season officially kicks off, it’s crucial to remember that not all tax-saving strategies are created equal. Ever wondered about the perks of investing in a Maltese individual retirement arrangement or exploring Puerto Rican captive insurance?...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 30, 2024 | Tax Assessment, Tax Deadline, Tax Planning, Tax Strategy
As the deadline for filing 1099s for the 2023 tax year rapidly approaches, we want to ensure your business is well-prepared for a seamless tax season. With just a limited time left until the January 31, 2023, deadline to file Form 1099-NEC (Nonemployee Compensation)...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 20, 2024 | Tax Assessment, Tax Deadline, Tax Planning, Tax Strategy
We have news that demands your immediate attention, as it could impact your business’s financial landscape – a proposed change in the Employee Retention Credit (ERC) filing deadline. In light of the persistent confusion surrounding ERC eligibility, associated...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 11, 2023 | Webinar, Accounting Services, Financial Services, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
Did your CPA just tell you, “2023 taxes are toast?” Please don’t believe it! We just helped a client who signed with us in the first week of December to save $39,000 in taxes. It took a lot of effort and teamwork, but it was possible! YOU can be...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 14, 2023 | Accounting Services, Tax Planning
Attention all taxpayers! Are you tired of paying high fees for tax preparation services? Look no further! Our tax planning package now includes free tax preparation. That’s right – all the expertise and assistance you need to file your taxes at no...