Michael Paul
RubinGoldman and Associates
Bala Cynwyd, Pennsylvania
Contact
How to contact
610-660-4669
Professional Profile
Call Me When
looking to optimize tax strategies in funding a buy-sell agreement using advanced life insurance concepts.
Professions
Insurance
Functional Expertise
Charitable giving
Compensation
Employee benefits
Employee engagement/ retention
Estate planning
Family business
Investments
Tax
Exit/Transition Planning
Business Focus
Buy-sell planning, executive benefits, succession planning, estate tax strategies, wealth management, legacy planning and life insurance
Professional Certification
J.D., LL.M., CLU, AEP
Client Industries
Business Services
Manufacturing
Media and Entertainment
Wholesale/Distribution
Client Results
Working with the team to achieve the client's desired outcome.
Chapter information
Membership
Philadelphia Individual
Member since
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