Hal Michels, CPA, MS Taxation

Hal Michels, CPA, MS Taxation

856.482.5600
Investment Adviser Representative,
Commonwealth Financial Network
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EXECUTIVE SUMMARY
With over 30 years of experience as a Certified Public Accountant and an Investment Adviser Representative with Commonwealth Financial Network®, Hal is a trusted advisor who provides business tax planning, personal and estate tax planning, projections and forecasting, employee compensation programs, buy-sell agreements, shareholder agreements, transactional support for mergers and acquisitions, and critical financial planning to his clients. Hal provides accounting, financial and strategic planning services to closely-held businesses and executive teams to maximize profitability and growth.
In addition, Hal has developed special expertise in importing, wholesale operations, construction, real estate and low-income housing.
INDUSTRY EXPERTISE
  • Closely-held businesses
  • Importing
  • Wholesale operations
  • Construction
  • Real estate development
  • Low-income housing
SUBJECT MATTER EXPERTISE
  • Tax
  • Tax strategies
  • Accounting and audit
  • Financial statements
  • Business consulting
  • Insurance
  • Investments
  • Employee benefits
  • Retirement benefits
  • Executive wealth management
  • Family-owned businesses
PROFESSIONAL & CIVIC AFFILIATIONS
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
EDUCATION
  • Widener University
    MS, Taxation
  • Gettysburg College
    BS, Accounting