Michael Milam, Financial Advisor, CPA, MAcc
President and CEO
Creating a Legacy of Change through Charitable Giving
The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities and seeking out the guidance of a financial professional could help you become better educated on which type would work for you.
Entrepreneurship and Financial Risk: What You Need to Know
Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. Wise entrepreneurs consider their potential exposure before leaping into a new business venture, moving forward only on those opportunities that present enough potential upside to make the risks worthwhile.
5 Year-End Tax Planning Questions to Ask Your Financial Professional
There are many tax planning moves you can make before December 31 to reduce your owed taxes, but how do you know which ones are available to you? Here are five year-end tax planning questions you may want to ask your financial professional soon.
What the Mid-Terms Might Do to the Stock Market
The 2022 Midterm elections are on Tuesday, November 8th and history suggests that the period after the mid-terms is more favorable for markets – irrespective of which party wins (of course past performance is no guarantee of future results – ever).
Trick or Treat, Wall Street! 4 Helpful Halloween Lessons for Investors
Spooky season is here, and you may wonder if there is anything that can be done to enter 2023 as financially secure as possible. This is a great time of year to look back —and forward — to set goals and track your progress. Here you will find four early fourth-quarter tips and tricks that can help investors bring in all sorts of financial treats this Halloween:
Michael D. Milam
President & CEO, Financial Advisor
818-749-7201
[email protected]
Read The Weekly Market Commentary
Michael D. Milam CPA, MAcc, has been associated with California Financial Partners and LPL Financial for over 18 years. He holds his Series 7 and 66 registrations with LPL Financial. He enjoys working closely with clients to provide comprehensive wealth management.
In addition to providing portfolio management to high net worth clients, Mike brings a unique perspective to the financial planning and wealth management process. His background as a certified public accountant and many years of experience with income, estate, trust and gift taxation, provides his clients with a comprehensive approach to all aspects of financial planning. Because of his unique experience, he brings significant value to his clients.
Mike has spoken nationally on tax planning techniques and the planning process. In addition, Mike has testified as an expert witness in the Los Angeles Superior Court system on income, estate and trust taxation, accounting and finance.
His years of experience with individual, trust, estate, corporate, partnership tax planning and compliance provides him with the necessary tools to assist business owners and individuals through all phases of the financial planning process. He has developed many complex succession plans and sophisticated estate planning strategies. As a trusted advisor, he continually works hard to find strategies to pursue the goals of his clients.
Mike was a founding partner in the firm Milam, Knecht & Warner, LLP, a full service CPA and consulting firm. Mike has a bachelor’s degree in accounting and a master’s degree in taxation and accounting. He began his career at Ernst & Young. He was also a senior vice president and CFO with LCF, a diverse holding and asset management company.
When Mike is not working, he enjoys being with his wife, five children (and their spouses) and 14 young grandchildren. He loves traveling, hiking and fishing. He donates time to various charities and youth groups. He finds that helping others is the key to life.
What you get by achieving your goals is not as important as what you become by achieving your goals.
—Zig Ziglar
Michael D. Milam is a Registered Representative with, and securities are offered through LPL Financial. Member FINRA/SIPC.
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