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(925) 307-5454Charitable LLC
Scale your vision and put your business into high gear. Palma Financial is in your corner. Let's plan for your future, together.
Mitigate Your Taxes Using Advanced Strategies and Techniques
A Charitable Limited Liability Company allows high income earners to shelter a portion of their income from taxes. These types of tax vehicles are used by some of the wealthiest and highest profile people, including Mark Zuckerberg and his wife Dr. Priscilla Chan!
Why Hire Palma Financial?
You have a business to run, employees to manage, schedules to adhere to, and personal goals to meet. Imagine how much time you could repurpose to these areas if you delegated your accounting to our Professional Accounting Services.
Save money and time by allowing us to be your accounting experts handling tasks like reviews, audits, payroll, reconciliation and year end closing. Focus on getting that new hire, explore expansion, maybe even take a vacation; all of these and more become possible when you hire Palma Financial as your accounting firm. We do all of this and more as a Spanish speaking CPA as well!
The Support You Need Today For Tomorrow's Vision.
How Can Palma Financial Help Me?
So, what are some of the criteria, benefits and considerations when looking at using a Charitable LLC? Below we explore the answers:
"I've always had a heart for helping people, and with philanthropic tendencies, I was looking for a way to donate better and help causes that I was truly passionate about. The estate planning experts at Palma Financial helped me understand different charitable vehicles and structures to help accomplish what I want in the most tax-efficient way!"
Arthur Fiedler