Michael Milam, Financial Advisor, CPA, MAcc
President and CEO
Marriage Financing for “Generation Xers”
Young adults born between 1960 and 1980, so-called “post boomers” or “Generation Xers,” face a variety of challenges in their quest for financial security—especially those preparing to get married. Some of these challenges are similar to those faced by previous generations, while others are unique to the times. If you are a Generation Xer “on […]
Just Married: Newlywed Estate Planning Cheat Sheet
You’re already sharing a life, now it’s time to share some important info to get your matrimonial journey off to a great start. Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The following accounts need to be updated to reflect […]
10 Ways the Secure Act Will Impact Your Retirement Savings
With the decline of traditional pensions, most of us are now responsible for squirreling away money for our own retirement. In today’s do-it-yourself retirement savings world, we rely largely on 401(k) plans and IRAs. However, there are obviously flaws with the system because about one-fourth of working Americans have no retirement savings at all–including 13% […]
Choosing an Income Tax Filing Status
Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to know the advantages and disadvantages of each. Making the right decision about your filing status […]
Distributions and Rollovers: What You Need to Know About Roth 401(k)s
The Roth 401(k) resembles the Roth IRA in that contributions are made with after-tax dollars and qualified withdrawals can be made tax free. But, as the name implies, it also is subject to many of the rules affecting traditional 401(k) plans. If your employer offers a Roth 401(k), there are rules concerning this retirement saving […]
Michael D. Milam
President & CEO, Financial Advisor
818-749-7201
[email protected]
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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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