Damon Palestra photo
Palestra Financial logo

"In Memoriam of our Founder, our Patriarch, and my Partner...

Rest in peace, Dad"

Palestra Financial

 

1904 Duck Slough Blvd., Trinity, FL 34655

 

Phone: 844-WHY-PLAN™

 

 

Website: www.PalestraFinancial.com

January 2023

Understand Your Cash Flow Statement

Managing cash is vital for running a successful business. That is why reviewing your company's cash flow statement regularly is so important.

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Inheriting a House

Inherited real estate generally does not trigger these taxes: estate, gift, capital gains or income. That’s because, under tax law, the starting value of the house is generally the property’s fair market value at the time of the homeowner’s death.

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Taxes in Retirement

With Social Security benefit payments increasing nearly 9% this year, you may need to rethink your retirement tax planning.

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Updating Your W-4

The start of the new year is the perfect time to review your tax withholding and make changes if necessary.

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January Q and A

Let's talk about whether or not forgiven student loan debt is taxable.

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Improve Online Security For Your Business

Taking advantage of the latest technology can help ensure your company's infrastructure is safe and secure.

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Get Ready For Tax Time

The new year means it’s time to make your resolutions. But it also means another tax season is here. Take time in January to get organized to make tax filing smooth for you and your tax professional.

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January 2023 Client Profile

Kristen owns a small pet-sitting business and is concerned about inflation impacting her company’s finances. What are some things she can do to help alleviate the pressure inflation is having on her business?

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Social Security Payments Increase

Social Security recipients will receive an 8.7% increase.

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