Overview

Philip brings over ten years of public accounting experience to his client engagement. He is a highly experienced tax professional with dual specialization in individual and partnership taxation. He provides consulting and compliance services to high net worth individuals and their related entities, generally structured as pass through entities. As a subject matter specialist in partnership taxation, he assists his clients in a wide range of complex transactions, including acquisitions, disposition, allocation modeling, and equity transactions. Many of his clients hold real estate assets, and he helps his clients plan for real property acquisition, like-kind exchanges (1031), dispositions, debt restructurings, and partnership formations and exits. In addition to serving high net worth individuals, Philip's industry experience also includes professional services firms, including global talent agencies and talent management organizations.

Philip is a graduate of The Ohio State University and holds a Master’s in Business Taxation from the University of Southern California.  

Professional and Community Involvement

California Society of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

  • CPA, California

Education

MBT, University of Southern California
BS, Psychology, Ohio State University, magna cum laude

Jump to Page

By using this site, you agree to our updated Privacy Policy.