Profile cover photo
Profile photo
Palma Financial Services, Inc
28 followers
28 followers
About
Palma Financial Services, Inc's posts

You need to earn $183,730 to buy a home right now in the most expensive housing market in US San Jose-Sunnyvale-Santa Clara, California #CPA

#Jueces de #Inmigración: El tener un negocio es un factor positivo al decidir que una persona no sea deportada. http://ow.ly/8ZID3098BH9 #cpa

Post has attachment
(Recent Survey) #CPA'S are proving to be #trusted #advisors: That means going beyond valuable number crunching and including more strategic consultancy services. As strategic advisors, 77% of respondents find that they increase communications with their clients leading up to tax season. More than half (55%) said they speak with clients at least once a month. Nearly 70% of respondents said they are regularly consulted as part of major business making decisions, and feel that they are responsible for educating their clients on industry trends. #tax #cpa #pfs #mpalma.com #eastbay #sfbay #danvilleca #dublinca #aicpa #calcpa #nahrep #pfs #cgma

You need to earn $183,730 to buy a home right now in the most expensive housing market in US San Jose-Sunnyvale-Santa Clara, California #CPA

Post has attachment
(Recent Survey) #CPA'S are proving to be #trusted #advisors: That means going beyond valuable number crunching and including more strategic consultancy services. As strategic advisors, 77% of respondents find that they increase communications with their clients leading up to tax season. More than half (55%) said they speak with clients at least once a month. Nearly 70% of respondents said they are regularly consulted as part of major business making decisions, and feel that they are responsible for educating their clients on industry trends. #tax #cpa #pfs #mpalma.com #eastbay #sfbay #danvilleca #dublinca #aicpa #calcpa #nahrep

Post has attachment
To compare with investments, we can think of the combination
of whole life insurance and income annuities as “actuarial bonds”
with an average maturity equal to life expectancy. #mpalma.com #tax #cpa #pfs #mpalma

Post has attachment
“Financial Literacy module, will focus on engaging 15- to 16-year-olds. http://ow.ly/AXzx30939jH @HERfinance @PalmaFinServ

Post has attachment
To compare with investments, we can think of the combination
of whole life insurance and income annuities as “actuarial bonds”
with an average maturity equal to life expectancy. #mpalma.com #tax #cpa #pfs #mpalma

Post has attachment
“Financial Literacy module, will focus on engaging 15- to 16-year-olds. http://ow.ly/AXzx30939jH @HERfinance @PalmaFinServ

Post has attachment
“Financial Literacy module, will focus on engaging 15- to 16-year-olds. http://ow.ly/AXzx30939jH HERfinance Miguel Palma
Wait while more posts are being loaded