Call Us Now: (800) 548-8564

Michael Bader, JD, CPA

team

Michael Bader, JD, CPA

(714) 704-4828, Ext. 112
michael@barthattorneys.com

Professional Experience

Michael Bader is a professional advisor at BarthCalderon LLP. As a Certified Public Accountant and law school graduate, Michael oversees the firm’s strategic tax planning, foreign tax compliance departments in addition to establishing asset protection strategies and business formation in addition to his estate planning and trust administration services. As an advisor on eldercare matters, Michael has dedicated many years of service to families as a trusted partner in finding customized solutions to life’s challenges.

Academic Recognition

  • Law Review
  • American Jurisprudence award recipient in estates and trusts
  • American Jurisprudence award recipient in federal income tax
  • American Jurisprudence award recipient in corporate taxation

Community Service

  • Director for Alumni Board at California State University Fullerton
  • Adjunct Professor of Accounting MBA program at Mihaylo School of Business and Economics at California State University Fullerton
  • Director for the Orange County Council on Aging
  • Current treasurer and past board vice-chair for the Orange County Council on Aging
  • Past Director for the California Society of CPAs – Orange County chapter
  • Past Director for Interval House of Seal Beach, CA
  • Past Director and treasurer for the John Douglas French Center Friends of Alzheimer Caregivers in Los Alamitos, CA

Education

  • Juris Doctor, Whittier College School of Law, Los Angeles, CA
  • Bachelor of Arts in business administration with emphasis in accounting, California State University Fullerton

Associations

  • Member American Institute of Certified Public Accountants
  • Associate member National Association of Professional Geriatric Care Managers
  • Member of the National Aging in Place Council
  • Member of the Association of CPA Financial Planners
  • Past chair for the committee on eldercare, California Society of CPAs
  • Past chair for the committee on financial literacy, California Society of CPAs
  • Past secretary and member for the state committee on personal financial planning, California Society of CPAs
  • Past state committee member on estate planning, California Society of CPAs

Publications

  • Answers 2014 Magazine – Reverse Mortgages Explained (co-authored), Practical Estate Planning Ideas (co-authored), 2007
  • Senior Guide OC – Estate Planning, One of the Most Important Things You Will Ever Do – 2007
  • Changing Lives Newsletter – Qualified Charitable IRA Donations, 2007
  • AICPA White Paper – Domestic Partner Planning – A Discussion of Current Issues Impacting Gay and Lesbian Domestic Partners, 2007
  • Orange County Register – Mortgages and Investments, 2006
  • CPA Magazine – Selecting and Elderlaw Attorney,2005

Presentations

  • Tax Strategies for Highly Appreciated Real Estate – San Jose Realtor Association 2015
  • Protecting the Family Home – Financial Planning Interest Group – CalCPA 2014
  • Life Planning – NAIFA Long Beach November 2011 & NAIFA North SD County, 2011
  • Chair: Symposium on Retirement & Aging – 2004 to 2008
  • Dollars & Sense of Estate Planning – Town Hall meetings by Assembly Woman Lynn Daucher, 2006
  • The Good & Bad of Powers of Attorneys – CPA Education Foundation Personal Financial Planning Conference, Universal City & San Francisco, 2005
  • Let’s Talk Taxes – B’nai Brith, Orange County, 2005
  • The Plain English of Medicare’s Prescription Drug Program – Jewish Family Services Orange & Riverside County 2004
  • Issues in ElderCare – American Association of Women Accountants, 2004
  • The P’s & Q’s of Care Management Practice – Western regional conference, Professional Association of Geriatric Care Managers, Beverly Hills, 2004