Tina D. Milligan

Tina D. Milligan, CPA, PFS, is a Managing Director with CTC | myCFO, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices. She has nearly 20 years of experience in the financial services industry, including in the areas of tax planning and compliance, wealth transfer, charitable and philanthropic planning, and business owner and corporate executive planning. Ms. Milligan is based in Chicago and can be reached at [email protected].

Tina’s Recent activity

Deductibility of Investment Advisory Expenses: Impact of Limitations

Mar 18, 2016

Limitations on the deductibility of investment advisory expenses can have outsized impact on taxpayers with high adjusted gross incomes (AGI) or those subject to the alternative minimum tax (AMT). Taken together, the...

Deductibility of Investment Advisory Expenses: Allocating “Unbundled” Fees

Mar 08, 2016

The deductibility of investment advisory expenses often generates confusion. This is further complicated by new rules for corporate fiduciaries. In this article, the third in a series, we suggest potential methodolog...