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: Not your typical accountant/EA! Cross between Carlin, Monty Python and Bill Nye. Started in biology/chemistry and moved to accounting/tax.