Michael Milam, Financial Advisor, CPA, MAcc
President and CEO
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Wealth transfer is more than just a financial transaction; it’s an opportunity for families to pass on their values, wisdom, and a legacy of love.
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Tips to help your wealth have a legacy that lasts beyond a lifetime. The allure of sudden wealth is enchanting. It’s the narrative that has inspired countless rags-to-riches tales, propelling ordinary individuals into the financial stratosphere overnight. But the golden glow of prosperity often casts a shadow of financial pitfalls. From sports stars to startup […]
SECURE Act 2.0: What Business Owners Need to Know for 2024
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed into law in December 2019, had significant implications for business owners and employees regarding retirement savings and tax rules.
Retirement Income Investing As Rates Stay High
Retirement is a time to enjoy the fruits of many years of labor; a season to reap the benefits of smart saving and investing.
Filing an Estate Tax Return
When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate.
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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