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 | May 20, 2013 | Featured
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...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 17, 2012 | Featured
Picking up a second job to supplement household income in a tough economy is becoming more common. Many Americans are choosing to become consultants that visit homes to sell make-up, jewelry, candles, kitchen utensils and food products. Some may not realize the tax...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 4, 2012 | Featured
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...
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...