Phyllis is a member of the Business Valuation Services Group.
Provides opinions of value for various types of business entities.
Performs valuations of partnerships, family limited partnerships, closely-held corporations and various forms of income streams.
Responsible for valuing closing held businesses for estate and gift tax compliance, ESOP purposes and investment decisions.
• Licensed CPA in the state of Connecticut
• Master of Accounting, University of Michigan-Ann Arbor
• Master of Management in Accounting, Fudan University, Shanghai
• Bachelor of Engineering in Engineering Economics, University of Shanghai JiaoTong