Michael Malc, CPA
Managing Partner
- Real estate investors,
- Founders and established business owners,
- High-net-worth families
Bio
Michael Malc is co-founder and managing partner of Oakridge Tax & Advisory LLP, where he provides tax planning and multi-family office advisory services to business owners, entrepreneurs, and families navigating financial complexity. He is a certified public accountant.
Before co-founding Oakridge, Michael advised clients in the multi-family office practice at Evoke Advisors and led tax planning and compliance efforts at Gerber Kawasaki. His work has centered on coordinating tax guidance with complex financial decisions for business owners, entrepreneurs, and families.
Common situations handled
- Complex and evolving personal or business finances
- Real estate investors planning around property-related tax matters
- Business owners and founders making tax and financial decisions
Tax services and planning
- Tax preparation and compliance
- Entity formation strategy
- Year-round tax planning
- Equity incentive planning
- Investment portfolio structuring
- Tax strategy and compliance
- Family office services
- Bookkeeping
Evidence reviewed
Evidence
Public education and commentary
Shows public education, speaking, or commentary relevant to the Specialist’s work.
- Supporting source
- Michael Malc on Tax and Family Office Planning for Complex Wealth (opens in a new tab)youtube.com · Public source
Evidence
Credentials and professional standing
Supports credentials or professional standing shown on the profile.
- Supporting source
- Search Details | NASBA (opens in a new tab)ald.nasba.org · Public source
Evidence
Additional reviewed sources
Provides additional public or firm-provided context reviewed for this profile.
- Supporting source
- Oakridge Tax & Advisory LLP (opens in a new tab)oakridgellp.com · Firm website