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‘Planning for the New 3.8% Medicare Tax on Investment Income'.
Michael speaks on a wide range of topics, including content on both technical planning issues and practice management.
Tap Michael's expertise to gain perspective on how your company can better serve, reach, and succeed in working with advisors.
Cutting Edge Tax Planning Developments & Opportunities @ NAPFA National
Setting a Proper Asset Allocation Glidepath in Retirement Recent Developments & New Opportunities in Long-Term Care Insurance @ FPA Michigan
Estate Planning in 2014 & Beyond Best Planning Ideas Panel Session @ MACPA