Bio: Ex-IRS agent turned tax strategist—teaching pros how to turn complexity into confidence and avoid the words “this could’ve been avoided.”

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: Under construction ...

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.