The Complete Trust Workshop

PHILIP M. HERR, Esq., CPA, PFS

Philip M. Herr is a Tax Professional with over 30 years of professional experience, having worked in public accounting firms as well as insurance companies.  He is a member of the New York and U.S. Tax Court Bars, is a New York CPA, member of the AICPA and holder of their PFS designation.

Philip specializes in several areas including: estate, gift, and trust planning; fiduciary taxation; estate and gift taxation; estate and trust administration, including the probate process and fiduciary accounting; all aspects of financial planning; ERISA, employer-sponsored retirement plans, IRAs, Roth IRAs, SEPs and SIMPLEs; distribution planning from qualified and non-qualified arrangements; non-qualified deferred compensation for tax-exempt organizations and for-profit companies; executive benefit arrangements and executive compensation using both equity and life insurance-based techniques; business succession planning and owner exit strategies; charitable giving and various tax-exempt entities; individual income tax including foreign reporting rules; and taxation in general.

Mr. Herr has taught college at Ohio Northern University, Fairleigh Dickinson University and New Jersey City University at both the undergraduate and graduate levels, as well as in the CEBS and CFP programs sponsored by these institutions.  He has conducted hundreds of webinars, webcasts, teleconferences and in-person presentations to colleagues, clients and other professionals needing CPE, CLE, and Insurance CE credits.

Mr. Herr is a Magna Cum Laude graduate of the Long Island University, C.W. Post Center, Professional School of Accountancy, with a B.S. in Accounting; and a B.A. in Political Science from Long Island University, C.W. Post Center.  He also holds a J.D. from the Ohio Northern University, Pettit College of Law.