Scale your vision and put your business into high gear. Palma Financial is in your corner. Let's plan for your future, together.
Mitigate Your Taxes Using Advanced Strategies and Techniques
Why Hire Palma Financial?
Save money and time by allowing us to be your accounting experts handling tasks like reviews, audits, payroll, reconciliation and year end closing. Focus on getting that new hire, explore expansion, maybe even take a vacation; all of these and more become possible when you hire Palma Financial as your accounting firm. We do all of this and more as a Spanish speaking CPA as well!
The Support You Need Today For Tomorrow's Vision.
How Can Palma Financial Help Me?
So what are some of the criteria, benefits and considerations when looking at using a Charitable LLC? Below we explore these answers:
High Income Strategy
If you make more than 400k a year or have a tax liability of over 100k (this includes businesses), you owe it to yourself to call us. Learn what your options are.
Lower Tax Liability
Charitable Limited Liability Companies allow you to reduce or eliminate up to 60% of your AGI! Stop paying more than you have to!
Better Alternative to Foundations
Foundations require filing extra forms (990-PF), have contribution minimum requirements (5%) and also don’t allow other flexible investment strategies. The CLLC is a much better option.
FLEXibility & control
Using a Charitable LLC for tax planning puts you in the driver seat. You can create strategies around gifts and donations made directly to the charity and even gift portions or units of your charity as a strategy.
I've always had a heart for helping people, and with philanthropic tendencies, I was looking for a way to donate better and help causes that I was truly passionate about. The estate planning experts at Palma Financial helped me understand different charitable vehicles and structures to help accomplish what I want in the most tax-efficient way!"