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Tax Attorney and wearer of many hats. As CEO at Providence Tax & Advisory and CFO of RE journals (a media company), I am constantly creating strategies for maximizing cash flow, minimizing taxes and creating growth for small businesses and real estate investors. I am a practicing attorney in the State of Minnesota and a former CPA.Providence is a tax advisory firm and law firm that creates tax-saving strategies for business owners and real estate investors. All of our clients experience tax savings, and some as much as 6 or 7-figure amounts. Furthermore, we back-up our tax strategies with supporting legal documentation, which is a critical step most advisors miss. In addition, I have been helping Real Estate Publishing Corp (REjournals) grow and expand into new markets through acquisition, joint ventures, and local growth strategies by leading the corporate M&A and finance functions. We are currently focusing the company's efforts to grow our footprint across the Midwest and Texas. In the past five years, the company has grown by more than 300% via acquisition of the Illinois Real Estate Journal, Midwest Real Estate News, Properties Magazine, Chicago Industrial Properties, REDnews, and the Retail Space Guide as well as significantly increased its annual event portfolio.Prior to my current roles, I was a highly regarded Real Estate Professional and former CPA/Attorney in the fields of private equity, real estate, and capital markets. I have been a principal investor developer and/or advisor to more than $1 billion in transactions over my career. I have also been a featured speaker, lecturer, moderator, and panelist at more than 150 events. Also I am a former Investment Banker (series 79) and Real Estate Broker.
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CeoLegacy CompaniesMinneapolis, Mn, Us -
Ceo, AttorneyProvidence Tax & Advisory Jan 2023 - PresentMinneapolis, Mn, UsWe are flipping the script on the tax and accounting practice for a group of select clients. -
CfoRe Journals Jan 2017 - PresentMaple Grove, Minnesota, UsResponsible for growing company by more than 3x in the last three years by the successful acquisition of 6 print publications and adding 5x more events. Responsible for company pivot to virtual events during pandemic, which propelled company past all competitors in terms of online offerings and viewership. As a result, we had no layoffs during covid while our competitors endured furloughs and shutdowns. Lastly, created and implemented countless systems and efficiencies across all product lines. -
Webinar HostRe Journals Mar 2020 - PresentMaple Grove, Minnesota, UsI host REjournals online events, from moderating panels to podcasts. With more than 50,000 virtual viewers in the past 3 years, we are leading the CRE community with online news and information delivery. -
OwnerRetromedia Aug 2019 - PresentWe do audio and video production for awards shows and extravagant weddings. Message me if interested in a quote.
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Assistant Coach, Women'S LacrosseUniversity Of Minnesota Oct 2018 - May 2020Minneapolis And St. Paul, Minnesota, Us -
Consultant: Real Estate Finance And DevelopmentTodd A. Phillips Dec 2011 - Jan 2017I provide consulting services for companies and individuals who need specialized knowledge and experience at the crossroads of capital, real estate and taxation. Past assignments include capital markets activities (specifically JOBS Act related 506(c) transactions), real estate development using historic tax credits, 1031 buyer representation, distressed property acquisitions, and section 721 real estate mergers.I also speak frequently at industry events. My current topics are (1) Raising Capital for Real Estate under the JOBS Act / aka Crowdfunding, (2) Tax deferred selling techniques including 1031 and 721 transactions, and (3) Real Estate Capital Markets.
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Professor Of Accounting And Business LawMinnesota School Of Business Oct 2014 - Dec 2016Woodbury, Mn, Us -
Managing PartnerTrucore Realty Jan 2011 - Dec 2015TurCore is a holding company focused on active investments in Commercial Real Estate and Technology. TruCore's subsidiaries include InvestorNumber.com, TruCore Realty, and an undisclosed mobile app platform. From 2010 to 2015, TruCore Realty completed projects and assignments on more than $100 million in commercial real estate development and opportunistic acquisitions.
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ShareholderBluerock Capital Markets Oct 2008 - Oct 2011Broker / DealerFormerly Halcyon Capital Markets, Investment Bank / Dealer Manager purchased in 2008, sold to Bluerock in 2011.
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Partner, Finance Director And CounselUpland Private Equity Partners Jan 2007 - Sep 2008Todd led the acquisition, underwriting and asset management teams at Upland Private Equity Partners. The company invested in commercial real estate assets ranging from $5 million to $50 million.
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Co-Founder And Finance DirectorNavigator Real Estate Group Oct 2004 - Dec 2006Navigator Real Estate Group is a private real estate investment company founded by Todd Phillips, Pat Egan, and Charles Langowski. During this time, the Company acquired 4 properties worth a combined $50 million.
Todd Phillips Skills
Todd Phillips Education Details
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Mitchell Hamline School Of LawCorporate Law & Securities -
St. Cloud State UniversityAccounting
Frequently Asked Questions about Todd Phillips
What company does Todd Phillips work for?
Todd Phillips works for Legacy Companies
What is Todd Phillips's role at the current company?
Todd Phillips's current role is CEO.
What is Todd Phillips's email address?
Todd Phillips's email address is to****@****ail.com
What is Todd Phillips's direct phone number?
Todd Phillips's direct phone number is +161288*****
What schools did Todd Phillips attend?
Todd Phillips attended Mitchell Hamline School Of Law, St. Cloud State University.
What are some of Todd Phillips's interests?
Todd Phillips has interest in Enjoying Our Lake Home, Lacrosse And Traveling, My Kids, Hockey.
What skills is Todd Phillips known for?
Todd Phillips has skills like Real Estate, Real Estate Development, Due Diligence, Real Estate Economics, Real Estate Transactions, Asset Managment, Investments, Investment Properties, Leases, Disposition, Commercial Real Estate, Property Management.
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