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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.
*Expanding the Framework of Safe Withdrawal Rates *Setting a Proper Asset Allocation Glidepath in Retirement @ AICPA
*Evaluating Existing Life Insurance Policies @ Private Event
*Trusts as Beneficiaries of IRAs @ Private Event