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In The News
September 9, 2014, Mike was interviewed by wsj.com radio discussing how to protect seniors from financial fraud: http://t.co/JlsyXLIw9V

June, 2014, Michael was quoted in a blog by depositaccounts.com discussing mid-year tax planning.

October 10, 2013, Michael was quoted in the Wall Street Journal, wsj.com, discussing frustration with the IRS.

In January, 2013, Michael authored "Warning Signs of Elder Abuse and Fraud" for cpa2biz.com.

On January 27, 2013, Michael spoke on "End of Life Decisions" for the Monroe-Woodbury Clergy Association, in Monroe, NY.

On January 13, 2013, Michael discussed the AMT and other topics with James Walsh and Jessica Dinapoli of the "Times Herald Record."

From the Archives;

In March, 2012, Michael authored "Assisting the Newly Widow[er]ed" in "The Tax Advisor."

In October, 2012, Michael was a featured apeaker at the PA Inst of CPAs Personal Financial Planning Conference."

On November 10, 2011. Michael's letter to the editor of the Wall St. Journal was published.

On October, 26, 2011, Michael addressed the State Society on Aging in NY on the topic of Identifying and Preventing Financial Elder Abuse.

In September, 2011, Michael authored "Eldercare - Why it's not just about nursing homes" for cpa2biz.com.

On June 19, 2011, Michael wrote "Raising Awareness of and Preventing Elder Abuse" for the "Times Herald Record."

In February, 2011, Michael was quoted in "How to Avoid a Tax Audit" for abc News.

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.)
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 IRS CIRCULAR 230 NOTICE: Pursuant to recently enacted U.S. Treasury Department Regulations, we are now required advise you that, unless otherwise expressly indicated, any federal tax advice expressed above was neither written nor intended by the sender or this firm to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed under U.S. tax law. If any person uses or refers to any such tax advice in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to any taxpayer, then the advice should be considered to have been written to support the promotion or marketing by a person other than the sender or this firm of that transaction or matter, and such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Copyright © 2016 Michael David Schulman. All rights reserved.
 


Check the background of this financial professional on FINRA's BrokerCheck.