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....
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 8, 2024 | Tax Planning, Accounting Services, Tax Advisory, Tax Strategy
As the 2024 tax season officially kicks off, it’s crucial to remember that not all tax-saving strategies are created equal. Ever wondered about the perks of investing in a Maltese individual retirement arrangement or exploring Puerto Rican captive insurance?...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 18, 2023 | Webinar, Accounting Services, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
Hey! our webinar, “Is Your Tax Bill Bigger than Your Christmas List? Tax Planning Strategies to Implement Before December 31” is LIVE RIGHT NOW! JOIN US HERE
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 17, 2023 | Accounting Services, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy, Webinar
My name’s Miguel Palma, and I’m pulling out all the stops for this final event of the year: “Is Your Tax Bill Bigger than Your Christmas List? Tax Planning Strategies to Implement Before December 31.” But before we dive into the...