Phillip has over 12 years of experience providing tax planning and tax compliance services for private equity and real estate investments.  Phillip’s principal areas of focus include the regulatory requirements and taxation of real estate investment trusts and of other vehicles that hold residential and commercial mortgages.  Phillip consults with clients regarding the business and tax provisions of partnership/operating agreements, and the inbound and outbound tax considerations for various classes of investors. In addition, Phillip assists both private and public companies with mergers and acquisitions, including tax diligence and tax structuring with an emphasis on minimizing income taxes and maximizing utilization of tax attributes.

Phillip began his career in public accounting at Deloitte.  He is a graduate of California State University, Fullerton and has a bachelor’s degree in accounting.  Phillip also holds a JD from Southwestern Law School and is a member of the State Bar of California. Phillip is a Certified Public Accountant in the state of California.

Professional Experience

Deloitte

Professional and Community Involvement

California Society of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

CPA, California

State Bar of California

Education

JD, Southwestern Law School
BA, Business Administration, concentration in Accounting, California State University, Fullerton

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