DANIEL P. PHILLIPS CPA

Dan has more than 25 years of experience in all areas of domestic and international tax planning for both privately held and publicly owned businesses.

Dan provides services to firm clients that include the development and communication of tax strategies to management and international tax planning and compliance, incorporating structuring for outbound and inbound transactions. He serves many clients owned by private equity firms and has advised in all types of mergers and acquisitions, including due diligence and acquisition structuring, in a variety of industries.

Dan’s industry expertise includes transportation/logistics, manufacturing, professional services, real estate and construction. He is actively involved with the firm’s Transportation and Logistics Industry Group.

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public
Accountants

Member—Pennsylvania Motor Truck Association

Member—Schneider Downs Transportation and Logistics Industry Group

Member—March of Dimes Western PA Market Board

Member—Leadership Pittsburgh XXV

SHARE

Do you have a hobby or personal passion?
I love hockey.

What was the best advice you’ve ever received?
When dealing with others, place yourself in their shoes to gain perspective

What was your childhood dream?
To be an inventor

People would be surprised to know that I…….

have been skydiving

What is the best or most interesting thing about your career?
The planning and problem solving that we do every day.

What was your first job?
Hills Department Store – putting price tags on clothes

Do you have a “motto?”
Always be positive. Always be optimistic.

Do you have advice for young professionals?
When it comes to your career – focus on the long term and the big picture.

Our Thoughts On

FEATURED

Big Problem: Liquidity Issues For A Local Company.


Big Thinking: New Ways To Predict And Control Cash Flows.

Shareholder STACI BROGAN has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.
One of Staci’s clients was struggling with cash flow issues and wasn’t sure how to better manage their liquidity. But Staci’s team had an in-depth knowledge of the company and a clear understanding of their operations. Through detailed benchmarking of the company’s financial results as compared to their peers, a template was created to better project cash flows and positively impact key ratios. “In addition to benchmarking performance, we were able to provide the client with an analysis to evaluate a key contract,” Brogan said. “This allowed them to negotiate better terms for the organization which also helped with their liquidity.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Breached?

Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.