2013 Year-End Tax Planning

Now is the time to lock in a strategy for year-end tax planning. This year in particular will see many changes – some tax breaks are expiring while some affluent individuals will witness higher rates. Tax publisher, CCH, a Wolters Kluwer company, recently released a special report on 2013 Year-End…
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Capital Equipment or Fixed Assets?

Time is quickly running out to take advantage of this year’s increased Section 179 deduction and bonus depreciation. To take advantage of the increased limit, and bonus depreciation (both of which are currently set to expire on December 31, 2013) machine tool purchases must be placed into service before year…
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Upcoming Tax Deadlines

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 Estates and Trusts Form 1065 – U.S.…
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Tax Service Discount Coupon

For a limited time only, present this coupon for a $25.00 discount on tax service. We will also review your previous 3 years’ tax returns FREE (You may be eligible for a larger refund!) Call Palma Financial Services in Dublin, CA 925-307-5454. Click to Enlarge
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September is Life Insurance Awareness Month

Life insurance can do some pretty amazing things for people. It can buy loved ones time to grieve. It can pay off debts and loans, providing surviving family members with the chance to move on with a clean slate. It can keep families in their homes and pre-fund a child’s…
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