Attorney with more than 25 years of experience in a wide variety of fields at the convergence of taxation, finance, and real estate.  At LPT, Todd is helping our partners craft income and estate tax strategies using the REIT as the ultimate vehicle for transfer of real estate wealth.  Mr. Phillips has owned his own real estate portfolio and invested alongside numerous partners.  He has also formed, bought, and sold several closely held businesses.  Mr. Phillips formerly held licenses as a CPA, Series 7, 22, 63 and 79, and also as a real estate broker, although he currently only keeps his law license active. Mr. Phillips has prior strategic tax experience at the National tax office of RSM and two different regional CPA firms. He also currently a partner with Nelson Tax & Accounting where he works with clients to optimize their income and estate tax strategies.