Mike Patton

Mike Patton, CFP, is president of Integrity Wealth Management, based in Baton Rouge, LA. He is a long-time contributor to Investment Advisor magazine and ThinkAdvisor. he can be reached at [email protected]

May 13, 2015

Planning opportunities on a client’s 1040: deductions

May 06, 2015

How to review IRS Form 1040, line by line

May 06, 2015

How to review IRS Form 1040, line by line

May 04, 2015

11 Steps to Successful Time Management for Solo Practitioners

May 01, 2015

Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans

April 30, 2015

Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: Deductions

April 29, 2015

Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: Income

April 27, 2015

Showing Your Value to Clients With Your Planning Software

April 20, 2015

Forging My Way Toward True Technology Integration