2014-06-17 15:56
During my career I have been blessed with the opportunity to work with visionaries and people that do not take no for an answer. Carlos Figueroa is one of those individuals; he was a paratro… Read More
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Our expertise is providing tax and financial planning to individuals, corporations, and small businesses in the East Bay and Alameda County.
2014-06-04 14:53
There are two schools of thought when it comes to the right time to become a philanthropist.Some like Steve Jobs believe you should spend most of your life making your fortune and giving it… Read More
2014-05-23 21:07
The IRS has very clear guidelines on the difference between hobbies and businesses. The reason for the guidelines is to help taxpayers determine what they can and cannot deduct as expenses.A… Read More
2014-05-22 01:27
Ever wish you had some extra cash for special occasions or emergencies? Ever think about securing a loan? Perhaps you need a new car, or a vacation. Perhaps your home needs improvements, or… Read More
2014-05-13 15:49
An Individual Retirement Account (IRA) is a tried and true savings vehicle for people seeking financial security in the Autumn of their years. In a perfect world the maximum amount is added… Read More
2014-05-02 18:15
I have known Jose Antonio for over 15 years. Approximately 12 years ago Jose and I had a discussion about his young son’s college education. Jose was concerned how he was going to pay… Read More
2014-04-25 14:47
Prior to 2010, Bob Mason was living the good life. In partnership with his Dentist, they owned a local horse-boarding ranch on 114 golden California acres. They were approaching two decades… Read More
2014-04-07 15:55
For most homeowners, being upside down on their mortgage seems normal. But with the economy on an upswing, this may soon not be the case for much longer.According to DataQuick President John… Read More
2014-04-02 15:10
Here at Palma Financial Services, Inc., we often encourage our clients to establish a corporate entity for their business activities. A corporate entity is afforded the same rights as a natu… Read More
2014-03-20 15:43
On Sept. 3, 2012, James K. Flanagan of West Long Branch, N.J., died unexpectedly of a heart attack. He wrote this letter to his five grandchildren just months earlier and it is reprinted her… Read More
2014-03-14 21:39
It is no secret that our economy is improving, but perhaps not quickly enough for those on the lower and middle rungs. At Palma Financial Services in Dublin, CA, we are committed to helping… Read More
2014-03-01 16:52
Q. I am a company driver. What is deductible when I’m on the road?A. While self-employed individuals can generally deduct any expenses incurred to earn their income, company drivers ar… Read More
2014-02-26 15:54
No es un secreto que nuestra economía está mejorando, pero quizá no lo suficientemente rápido para aquellas personas que se encuentran en los peldaños econ… Read More
2014-02-22 15:58
I originally wrote the following article in November, 2011. I am choosing to republish it today because I think it is as relevant today as it was then. If you have any questions please call… Read More
2014-01-24 21:56
It is never too soon for individuals or business owners to involve themselves in tax planning. In fact the earlier one begins the more prepared they will be and inevitably much less stressed… Read More
2014-01-24 21:55
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 hig… Read More
2014-01-24 21:52
Are you interested in reducing your taxes? Of course you are, who isn’t.At Palma Financial Services, Inc., we specialize in building worry-free retirement plans for business owners and… Read More
2014-01-24 21:52
Are you interested in reducing your taxes? Of course you are, who isn’t.At Palma Financial Services, Inc., we specialize in building worry-free retirement plans for business owners and… Read More
2014-01-24 20:03
Our latest flyer Read More
2013-11-21 01:37
Dentists may not think their patients' private health information is in danger, however, what happens if your patients' records are lost or stolen?
It is not only disconcerting; it ca… Read More
2013-11-11 15:43
At a recent financial industry event, behavioral finance expert Meir Statman tried to put the risk of investment losses in perspective. “The real risks in life are not the stock market… Read More
2013-09-30 14:58
On October 1, 2013, all U.S. citizens can begin shopping for affordable health care.Kaiser Permanente, one of the largest health providers in California has created an online calculator (for… Read More
2013-09-30 14:53
The October 15 deadline is fast approaching. If you are looking for additional ways to reduce your tax liability, there is still time for Palma Financial Services, Inc. to secure your tax in… Read More
2013-08-22 17:26
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… Read More
2013-08-20 18:31
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… Read More
2013-07-09 18:12
Is wealth in America equitable? What is your perception of wealth distribution? What is the reality? Watch the video, you may be amazed.For more information see:1) Infochart - Its the Inequa… Read More
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