Philip Sloan, Cpa, Cfp® Email & Phone Number

Chicago, Il, Us

Deerfield, Illinois

Providing integrated solutions for the financial goals and objectives of high net worth individuals and small businesses with expertise in the following areas:• Personal financial planning- Retirement- Investments- Income tax- Insurance- College education- Estate• Wealth management- Investment advisory services- Custom portfolio design and allocation- Economic and financial markets research and analysis• Employee benefits- Corporate sponsored retirement plans (401(k), profit sharing, defined benefit, cash balance, SEP IRA, and SIMPLE IRA)- Employee education and support- Group insurance plans

Chicago, Illinois

Global Compliance & Reporting, serving the worldwide financial and tax filing needs of audit and non-audit clients with focus on:• Income tax compliance - Federal, state, and local income tax compliance for large, multinational C-corporations and partnerships- Preparation of tax calculations, including research and development credit, capitalization review, earnings stripping analysis, foreign tax credit, and others- Tax controversy and dispute resolution for IRS and state revenue authority audit examinations• Statutory accounting and financial statement preparation and reporting - Preparation, review, and audit of interim and annual income tax accounting calculations and provisions for SEC registrants and private companies- Accounting for uncertain tax positions- Indefinite reinvestment assertion analysis - Tax accounting for business acquisitions and combinations- Preparation, review, and audit of income tax footnote and related financial disclosures- Documentation, review, and audit of tax processes and internal controls over financial reporting • Tax advisory - Tax technical research and documentation- Cross service-line teaming and identifying strategic tax planning opportunities- Forecasting and projections for future taxable income and cash flow considerations- Acquisition/divestiture planning and due diligence

Master Of Science (M.S.), Accountancy - Tax Specialization

Bachelor Of Science (B.S.), Accountancy

Bachelor Of Science (B.S.), Finance