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

May 2023

SECURE Act 2.0 for Individuals

At the end of 2022, Congress passed a new round of laws aimed at creating a secure retirement for Americans. Here are some of the highlights.

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Easing Into Retirement or Semi-Retirement

Retirement is not a single event. It is a process that begins long before you leave work and continues for the rest of your life. Here are some tips on how to transition into retirement and beyond.

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Your Financial Legacy and Taxes

You may think that only other people’s estates have tax problems, but that’s often untrue. Take steps today to insulate your estate from taxes.

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May 2023 Client Profile

The Sunbelt Company is revising its travel policy for employees who must travel for company business. Management is considering whether to adopt a per diem policy or stick with their current one, which covers employees’ actual expenses. Why should we change to a per diem policy?

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SECURE Act 2.0 For Businesses

Building on the 2019 SECURE ACT, the 2022 Securing a Strong Retirement Act (commonly referred to as SECURE 2.0) was passed to help boost savings in workplace plans, extend support to small businesses that want to help employees prepare for retirement, and increase tax incentives for small businesses. Here are some of the corporate highlights.

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Best Practices for Employee Reimbursements

Using new technology to report and track employee business expenses can be easier and more accurate.

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May 2023 Q & A

Let's discuss your volunteer work and what's deductible.

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Amended Tax Return Tips

If you filed your 2022 tax return already but realized you missed some information, you can amend your return by filing Form 1040-X.

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