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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.
Understanding the New World of Health Insurance Evaluating Existing Annuities: What Every Adviser Needs to Know @ FPA New Jersey
Keynote @ Shareholders Service Group
Safe Withdrawal Rates: Mechanics, Uses & Caveats @ St. Louis Estate Planning Council