Downstream Exchange Company Staff
Tony spends his time at Downstream answering complex 1031 exchange questions, as well as related tax law questions. He also assists exchangors and their professional advisors, such as their tax preparers, Certified Public Accountants, attorneys, REALTORS® and escrow officers, in structuring 1031 exchanges. He also reviews and signs all 1031 exchange documents. Tony is a CPA. He received his teaching credential and has taught real estate tax courses at various city colleges, and has given many seminars on 1031 exchanges and the use of an accommodator. [
More details]
Derek works with clients, brokers, escrow officers and attorneys in coordinating the 1031 exchange process. He also reviews, edits and drafts 1031 exchange documents to insure that they conform to any new rulings. He is responsible for all new marketing materials and programs, and is involved in the research and design of new tax deferral products for clients selling highly appreciated assets. [
More details]
Diane Cabraloff is an accountant at Phillips & Company. She is primarily responsible for trust and estate tax returns. She is also very proficient at the preparation of Form 8824 Like-Kind Exchanges and structuring real estate transactions. [
More details]
Ms. Kerfoot prepares the analyses for 1031 exchanges prior to or during the 1031 exchange so the client can determine the best 1031 exchange for their needs. She also prepares the Form 8824 Like-Kind Exchanges and the analyses for completed 1031 exchanges. She is very proficient at the 1031 exchange calculations and determining the basis for the newly acquired replacement property. [
More details]
Wendy Chang is an Accountant at Phillips & Company, a certified public accounting firm. She prepares monthly financial statements for Downstream Exchange Company. She also assists Downstream Exchange clients by preparing pre-1031 exchange analysis and post-1031 exchange supporting worksheets for clients to report the accomplished 1031 exchanges on tax Form 8824, Like-Kind Exchanges. [
More details]
Kathleen L. Gregory is the Administrator and Office Manager for Phillips & Company CPA firm and the Corporate Secretary for Downstream Exchange Company. She supports all of the entities working under the direction of Tony Phillips in most aspects of the various businesses. Kathleen interfaces between the clients, employees and is responsible for keeping the business running effectively and efficiently. [
More details]
Rebecca Verdugo-Wong has been an integral part of Phillips & Company team since 1970. She has come a long way from starting as a summer receptionist and then a part time employee while attending East Los Angeles College. She decided that working for a certified public accounting firm seemed like "fun" and wanted to direct her education towards that field. She continued her education through
East Los Angeles College with business classes and supplemented with University of California, Los Angeles courses in all areas of taxation. [
More details]