Michael Leibowiz
- Role
- Enrolled Agent & Managing Director at Victory Tax
- Location
- Staten Island, NY, US
- LinkedIn followers
- 500 followers
About Michael Leibowiz
29 years of financial service experience Specialties: Life Insurance, Annuities, Retirement Planning, College Savings, Investments, Employee Benefits, Disability Income Protection, Income Tax Services, Estate Planning Independent agent serving but not limited to Brooklyn, Queens, Staten Island, Bronx, Manhattan, Long Island, New York City NYC, New Jersey NJ, New York NY
Experience
Enrolled Agent & Managing Director
Sep 2011 — Present · Boynton Beach, FL, US
Tax Services, Tax Strategies, Tax Management & Audit RepresentationTax preparation services for individuals and small businesses
Education
Baruch College
BBA, Finance and Investments
1989 — 1994
St. John's University
CFP, Financial Planning
2004 — 2005
Wagner College
Master of Business Administration - MBA, Finance, General
2000 — 2003
Skills
- Licensed Life Insurance Agent
- Retirement Savings
- Irs Enrolled Agent
- Certified Financial Planner
- Intergenerational Wealth Transfer
- Wealth Accumulation
- Whole Life
- Securities
- Multi-Generational Wealth Transfer
- Asset Allocation
- Term Life Insurance
- Mutual Funds
- Asset Protection
- Series 63
- Disability Insurance
- Wealth Preservation Planning
- Fixed Annuities
- Life Insurance
- Investment Strategies
- Life & Health Insurance Licenses
- Asset Managment
- Permanent Life Insurance
- Licensed Life & Health Insurance Agent
- Bonds
- Tax Advisory
- Fixed Asset Management
- General Securities Registered Representative
- Qualified Retirement Plans
- Personal Finance
- Stocks
- Tax Returns
- Retirement Planning
- Wealth Accumulation Strategies
- Employee Benefits
- Wealth Management
- Irrevocable Life Insurance Trusts
- Financial Planners
- College Savings Plans
- Income for Life
- Series 7
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