In-depth tax strategy guides for investors, business owners, and advisors — written by a tax attorney with 30 years of experience in tax, finance, real estate ownership and development.
The Insider’s Guide to Maximizing Every Deduction, Credit and Advanced Strategy
A comprehensive breakdown of the tax law changes under the 2025 legislation — what’s new, what expired, and exactly how to position yourself to capture every available benefit. Written for business owners, high-income earners, and real estate investors who want actionable strategy, not political commentary.
a.k.a. the DownREIT
The definitive guide to structuring a DownREIT — one of the most powerful yet underutilized tools in commercial real estate tax planning. Learn how to defer capital gains, maintain operational control, and build a tax-efficient portfolio structure that institutional investors have used for decades, now accessible to private real estate operators.
Todd Phillips is a tax attorney with 30 years of experience in tax, finance, real estate ownership and development. He is the founder of Legacy Tax Advisors, where he works with high-net-worth individuals, commercial real estate investors, and business owners on entity structuring, tax-deferred exchanges, and multi-generational wealth transfer planning.
His writing focuses on translating complex tax code into practical, implementable strategy — the kind of insight that typically costs thousands in consulting fees, made accessible through education.
