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Contact Us

Main Office

  • 180 S. Prospect Avenue
  • Suite 250
  • Tustin, CA 92780
  • Main Number: (714) 544-1844
  • Fax: (714) 544-4836
  • Nationwide Toll-free: (800) 9CPATAX
  • Numerical Translation: (800) 927-2829
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Michael Bader, JD CPA

Principal
  • Phone: (714) 544-1844
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As a legal and financial professional, Michael Bader has dedicated many years of service to families as a trusted partner in finding customized solutions to life's challenges. He provides a multi-disciplinary approach to estate & trust settlements, asset protection, business formations, successions and dissolutions, estate planning and tax strategies.

Michael oversees the firms planned giving advisory department in addition to providing estate planning and estate/trust settlement & administration services.

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

  • Board of Directors for the Orange County Council on Aging
  • Vice-president of the Orange County Council on Aging & past treasurer.
  • 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
  • Masters in Business Administration, California State University Fullerton
  • 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: OC Senior Directory – Estate Planning Basics
  • Answers: OC Senior Directory – Reverse Mortgages Explained
  • Changing Lives Newsletter – Qualified Charitable IRA Donations Summer 2007
  • AICPA White Paper – Domestic Partner Planning - A Discussion of Current Issues
  • Impacting Gay and Lesbian Domestic Partners Spring 2007
  • Orange County Register – Mortgages and Investments October 2006
  • CPA Magazine – Selecting an Elderlaw Attorney November 2005

Presentations

  • Mission Viejo Hospital - Estate Planning for the Cancer Journey
  • Life Planning - NAIFA Long Beach November 2011 & NAIFA North SD County, September 2011
  • Chair: Symposium on Retirement & Aging – 2004 to 2008
  • Dollars & Sense of Estate Planning – City Hall meetings with Assembly Woman Lynn Daucher, August 2006 – November 2006
  • The Good & Bad of Powers of Attorneys – CPA Education Foundation Personal Financial Planning Conference, Universal City & San Francisco, July 2005
  • Let's Talk Taxes – B'nai Brith, Orange County, January 2005
  • The Plain English of Medicare's Prescription Drug Program – Jewish Family Services Orange & Riverside Counties, Fall 2004
  • Issues in ElderCare – American Association of Women Accountants, September 2004
  • The P's & Q's of Care Management Practice - Western regional conference, Professional Association of Geriatric Care Managers, Beverly Hills, May 2004

Judy Moua

Office Administrator
  • Phone: (714) 544-1844
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Sue Sherlock

Client Relations
  • Phone: (714) 544-1844
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Master Calendar & Appointments

  • Phone: (714) 544-1844
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Legal Services provided thru:

  • BarthCalderon, LLP
  • 333 City Boulevard West, Suite 2050
  • Orange, CA 92868
  • Phone: (714) 704-4828
  • Fax: (714) 704-1513
  • Michael Bader: (714) 704-4828 x 112
  • Adam Nichols: (714) 704-4828 x127
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Financial Planning & Investments thru:

  • Barth Financial Advisors, LLC
  • 333 City Blvd West, Suite 250
  • Orange, CA 92868
  • Phone: (714) 704-6616
  • Fax: (714) 704-1533
  • Michael Bader: (714) 704-6616 x112
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