by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 8, 2024 | Holiday, Palma Financial Services
On behalf of the entire Palma Financial Services team, we wish you a happy International Women’s Day! We celebrate the incredible women who contribute so much to our communities, businesses, and families. We’re particularly proud of the strong legacy of...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 15, 2024 | Palma Financial Services, Tax Deductions, Tax Planning, Tax Strategy
Just witnessed an epic Super Bowl showdown? Whether you cheered for the Kansas City Chiefs or the San Francisco 49ers, one thing’s for sure: championship wins come with tax implications. Player Bonus: Imagine winning a huge bonus. Exciting, right? Well, Uncle...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 14, 2024 | Financial Services, Pro Tips, Tax Planning, Tax Strategy
Love and taxes? Aren’t those like oil and water? Well, not quite! While Valentine’s Day may not scream “tax deductions,” there are a few interesting tidbits to consider for both businesses and individuals: For Businesses: Spread the Love (and...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 13, 2024 | Artificial Intelligence, Consulting Services, Palma Financial Services
We’re reaching out with a critical message concerning a disturbing trend: a surge in sophisticated Social Security scams powered by AI. Understanding these scams and taking immediate action is crucial for taxpayers and business owners. Why you need to be aware:...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 9, 2024 | Tax Strategy, Palma Financial Services, Tax Deductions, Tax Planning
Imagine safeguarding your wealth from legal risks while maximizing your loved one’s inheritance. An Irrevocable Life Insurance Trust (ILIT) could be your answer, offering asset protection and a unique tax-saving opportunity for business owners like you....