Search Results - "Schulman, Michael David"

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  1. 1
    Assisting the Newly Widow[er]ed

    Assisting the Newly Widow[er]ed

    Schulman, Michael David

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  2. 2
    A Primer on Annuities

    A Primer on Annuities

    Schulman, Michael David

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  3. 3
    Taxation of Older Adults

    Taxation of Older Adults

    Schulman, Michael David

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  4. 4
    Private Annuities as an Aid to Medicaid Eligibility

    Private Annuities as an Aid to Medicaid Eligibility

    Schulman, Michael David

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  5. 5
    Estate Planning While We Sit, Watch, and Wait

    Estate Planning While We Sit, Watch, and Wait

    Schulman, Michael David

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  6. 6
    Financial Planning Using a Client's Form 1040

    Financial Planning Using a Client's Form 1040

    Schulman, Michael David

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  7. 7
    LIFE SETTLEMENTS.

    LIFE SETTLEMENTS.

    Gavartin, Amy agavartin@melvillecapital.com, Schulman, Michael David1

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  8. 8
    THE FUNDING DILEMMA: RETIREMENT OR COLLEGE?

    THE FUNDING DILEMMA: RETIREMENT OR COLLEGE?

    DeCandido, Frank J.1 fjdcpa@si.rr.com, Schulman, Michael David2 michael@schulmancpa.com

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  9. 9
    ASSISTING THE NEWLY WIDOW[ER]ED.

    ASSISTING THE NEWLY WIDOW[ER]ED.

    Sarenski, Theodore J., Schulman, Michael David michael@schulmancpa.com

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  10. 10
    INTO THE MEDICARE MAZE: DECISIONS FACING SENIORS.

    INTO THE MEDICARE MAZE: DECISIONS FACING SENIORS.

    Schulman, Michael David1, Steckler, Douglas2 ds@executiveltcservices.com

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  11. 11
    PONZI SCHEMES: THE IMPLICATIONS FOR DEFRAUDED INVESTORS.

    PONZI SCHEMES: THE IMPLICATIONS FOR DEFRAUDED INVESTORS.

    Schulman, Michael David, Odom, Dianne dianne@odomscruggs.com

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  12. 12
    A CASE FOR ADDING PERSONAL FINANCIAL PLANNING SERVICES TO A CPA PRACTICE.

    A CASE FOR ADDING PERSONAL FINANCIAL PLANNING SERVICES TO A CPA PRACTICE.

    Schulman, Michael David1, Krasnyanskaya, Amy akrasnyanskaya@aicpa.org

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  13. 13
    GUIDING CLIENTS THROUGH THE TRANSFER-FOR-VALUE MAZE.

    GUIDING CLIENTS THROUGH THE TRANSFER-FOR-VALUE MAZE.

    Schulman, Michael David1 michael@schulmancpa.com, Levin, Philip2 philip.e.levin@jpmchase.com

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  14. 14
    WHAT IS LONG-TERM CARE AND WHO IS RESPONSIBLE FOR ITS COST?

    WHAT IS LONG-TERM CARE AND WHO IS RESPONSIBLE FOR ITS COST?

    Schulman, Michael David1 michael@schulmancpa.com, Odom, Dianne2 dianne@integratingfinancial.com

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  15. 15
    BABY BOOMERS BRACE FOR LONGEVITY RISK WITH GUARANTEED ANNUITIES.

    BABY BOOMERS BRACE FOR LONGEVITY RISK WITH GUARANTEED ANNUITIES.

    Schulman, Michael David1 michael@schulmancpa.com, Ammons, Thomas C.2 tomammons@affinityadvantage.com

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  16. 16
    THE GROWING EPIDEMIC OF FINANCIAL ELDER ABUSE (AND WHAT CPAs CAN DO ABOUT IT).

    THE GROWING EPIDEMIC OF FINANCIAL ELDER ABUSE (AND WHAT CPAs CAN DO ABOUT IT).

    Freedman, Mitchell1 mitchpfs@mfac-bizmgt.com, Schulman, Michael David2 michael@schulmancpa.com

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  17. 17
    THE EXPANDED "KIDDIE TAX" AND THE FINANCIAL AID TRAP.

    THE EXPANDED "KIDDIE TAX" AND THE FINANCIAL AID TRAP.

    Sumutka, Alan R.1 sumutka@rider.edu, Schulman, Michael David2 Michael@schulmanscpa.com

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  18. 18
    PersonalFinancial Planning.

    PersonalFinancial Planning.

    Schulman, Michael David1 michael@schulmancpa.com.

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  19. 19
    Using A Client's 1040 to Begin the Financial Planning Process.

    Using A Client's 1040 to Begin the Financial Planning Process.

    Schulman, Michael David, Miller, Milton, Bregman, William, Straus, Alan J., Smilowitz, Mitchell M.

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  20. 20
    The Impact of the Deficit Reduction Act of 2005.

    The Impact of the Deficit Reduction Act of 2005.

    Schulman, Michael David1 michael@schulmancpa.com

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