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

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

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.