MIGUEL KARPEL

About

I was born in Havana, Cuba and came to the US in 1960 and went to the Bernard Baruch School of Business in NYC. I graduated Cum Laude 1st in my class with the highest average in accounting, receiving an award for such barely speaking English at the time.

I immediately started working at a very substantial NYC CPA firm on SEC clients as well as high net worth families for about 10 years. At this firm I gained invaluable experience in every facet of accounting and taxes including what clients valued more than anything else in their CPAs: the ability to reduce their tax burden and being accessible to them. I took these values to Florida where I built a substantial accounting practice devoted mostly to servicing the needs of high net worth families and their businesses.

In 2005 I discovered a new passion, Life Insurance. It has changed my life in that it became a perfect complement to my practice dedicated to striving for freedom from taxes. Why life insurance: simple answer compressed into 5 words: safe, secure and tax free.

In 2011 I returned to what I consider to be my hometown, Miami, and now I practice as I describe it, I love to help my clients keep more of what they make. As a financial consultant I use wonderful strategies that produce long-term wealth beyond most persons’ imagination. I am a member of the American Institute of Certified Public Accountants (AICPA) as well as the Florida Institute of CPAs. I am past President of my synagogue and of the Gold Coast Chapter of the FICPA. I have three children and eight grandchildren.