Phil Booth, CPA, JD, is a Partner in Moore Colson’s Tax Practice Area. Phil is responsible for tax planning, research and compliance for closely-held businesses, estates, trusts, individuals and tax-exempt entities. He provides a hands-on approach to identifying tax planning strategies that help maximize tax savings. His comprehensive tax, wealth and estate planning experience for business owners and high-net-worth families includes using sophisticated estate and gift transfer tax techniques.

Phil assists family executors and trustees in the administration of estate and trust matters, including income tax and distribution planning. He works closely with the client’s advisors, legal counsel and investment team. He also represents clients before government agencies for tax return examinations.  Phil has more than 25 years of public accounting and legal expertise, providing innovative and value-added tax services to his clients.

Education

• Northern Kentucky University — Doctor of Jurisprudence
• University of Kentucky — Bachelor of Science, Accounting

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Atlanta Estate Planning Council (AEPC)
• Georgia Bar Association
• Georgia Society of Certified Public Accountants (GSCPA)
• PrimeGlobal