From the Archives


July, 2009, Michael wrote "Estate Planning While We Sit, Watch and Wait", in the July, 2009 issue of The Tax Advisor.

May, 2009, Michael wrote "Financial Planning Using a Client's Form 1040", in the May, 2009 issue of The Tax Advisor.

3/3/2009, Michael is interviewed on Channel 6 news by Tracy Baxter

1/19/2009, Michael is a featured speaker at the AICPA's Personal Financial Planning Conference discussing Financial Affairs at the End of Life and Planning for a Future Former Spouse.

1/19/2009, Michael is quoted in the NY Daily News discussing life estates

12/15/2008, Michael is quoted in the NY Daily News discussing bankruptcy

12/8/2008, Michael is quoted in the NY Daily News discussing home puchases

6/19/2008, Michael is a featured speaker at the NYSSCPA's Personal Financial Planning Conference discussing ElderCare.

2/13/2008, Michael writes an article for the Oakland-Berkeley Alameda County Globe on financial elder abuse (Part 2 of 2)

2/6/2008, Michael writes an article for the Oakland-Berkeley Alameda County Globe on financial elder abuse (Part 1 of 2)

2/7/2008, Radio appearance on Good Morning Hudson Valley to discuss financial elder abuse and elder taxation

1/21/2008, Michael is a featured speaker at the AICPA's Personal Financial Planning Conference discussing the financial issues of aging anf retirement issues facing boomers

6/4/2007, Michael speaks at the AICPA Practitioners' Conference on wealth preservation

2/9/2006, Michael answers tax questions on USA Today Tax Chat

7/17/2005, Michael is interviewed by Valerie Morris on CNN discussing "the sandwich generation," together with client Kate Fiduccia.

6/23/2005, Michael is interviewed on Lewiston Auburn CNN radio

6/3/2005, Michael is interviewed on KDXU radio

6/2/2005, Michael is interviewed on KZIM radio

Michael is quoted in the Honolulu Advertiser, 5/30/2005

5/25/2005, Michael is interviewed on WGIN radio

5/19/2005, Michael is interviewed on WRUS radio

4/11/2005, Michael appears on Fox 5's Good Day New York to discuss tax saving options available to flood victims in New Jersey

Michael is quoted in the Dallas Morning News, 12/27/2004 (Reprinted with permission of The Dallas Morning News.)

Tax Advisor article "Private Annuities as an Aid to Medicaid Eligibility." (This article was originally published in the July 2004 issue of AICPA's Tax Adviser.)
In the News
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