by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 14, 2023 | Webinar, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
Which statement describes you? A) My CPA never mentions “tax planning.” B) I’ve already paid my taxes; forget it! C) I want to save more money but don’t know how before December 31. If you answered A, B, or C, this webinar is for you! In just...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 12, 2023 | Tax Assessment, Tax Planning, Tax Strategy, Webinar
Are you facing a mountain of tax forms and feeling overwhelmed? Don’t worry, you’re not alone. This year has been a rollercoaster for many, with rising wages, inflation, and complex tax codes leaving individuals and small businesses like you feeling like...
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 | Dec 5, 2023 | Webinar, Tax Advisory, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
We just wanted to THANK YOU ! for making our recent webinar “Beat the 2023 Tax Deadline: Learn the Ultimate Tax Strategies to Save Thousands Before Year-End” a success. Catch the Replay! In case you missed a beat or two (we get it, life happens),...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 6, 2023 | Real Estate, Tax Planning
The moment is almost here! In just 1 hour, our Master Class will begin, and we don’t want you to miss out on this incredible opportunity to transform your tax strategy. 🚀 Join us today, September 6, at 10:00 a.m. PST / 1:00 p.m. EST for an engaging session on...