Advisor Blog

Featured Blogs

  • The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

    The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

  • The 7 Tech Tools You Need to Launch a Fee-only Firm

    The 7 Tech Tools You Need to Launch a Fee-only Firm

  • The New CFP® Domain: Psychology of Financial Planning

    The New CFP® Domain: Psychology of Financial Planning

  • 8 Simple Tips to Optimize Tax Planning as an Advisor

    8 Simple Tips to Optimize Tax Planning as an Advisor

  • When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

    When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

Michael Law

Michael Law, CPA, is the managing director of XY Tax Solutions, a wholly-owned subsidiary of XYPN offering an outsourced tax team for XYPN members. Michael has 22 years of experience including time spent as Vice President of Tax Operations at Goldman Sachs. Other hats he has worn throughout his career include Supervising Senior Accountant, Tax Manager, Audit Manager, and Tax Partner. He's been published or quoted in Accounting Today, Small Biz Daily, Business News Daily, and more. Michael holds a Masters of Science in Taxation from Golden Gate University and a Bachelor of Science in Business Administration from California State University. As Managing Director, Michael will lead our in-house team of tax experts, ensuring the highest standards are met while serving as your in-house team.

Recent Posts

Considering the Benefits of a Tax Extension as a Financial Advisor

Considering the Benefits of a Tax Extension as a Financial Advisor

7.5 MIN READ 

Let's talk about...

March 04, 2021/by Michael Law
Year-End Tax Planning: Decisions to Weigh

Year-End Tax Planning: Decisions to Weigh

8 MIN READ 

For many taxpayers, their...

November 30, 2020/by Michael Law
Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

8 MIN READ 

As a financial planner,...

September 14, 2020/by Michael Law
How to Talk About Taxes with Your Financial Planning Clients

How to Talk About Taxes with Your Financial Planning Clients

8 MIN READ 

Income tax law changes...

August 31, 2020/by Michael Law
What's the Perfect Time to Make an S Corp Election for an RIA?

What's the Perfect Time to Make an S Corp Election for an RIA?

11 MIN READ 

When independent financial...

May 21, 2020/by Michael Law

Browse our Advisor Resources

Never miss an article! Subscribe to receive an email notification when a new blog is posted.

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call