Tax Strategies
We do not want to be your CPA. But my Senior Partner co-founded a thriving CPA firm that still employs over 50 professionals working nationwide. Mike Milam makes himself available to all new clients, without additional charge. Taking a fundamental review of how all the moving parts in your life interact, we strive to come-up with new suggested tax strategies to take to your own CPA, for them to judge if they are right for you.
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Michael D. Milam - CPA, MAcc
Michael D. Milam CPA, MAcc, has been associated with California FinancialPartners 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.
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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.
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