Todd Phillips

CEO - Legacy Property Trust

NAI Legacy
4400 W 78th St, Suite 120
Bloomington, Minnesota 55435
United States

+1 612 383 2590

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Scope of Experience

Todd A. Phillips, JD, is the CEO of Legacy Property Trust and a seasoned tax attorney specializing in tax-efficient real estate strategies. He serves as an external advisor to NAI Legacy, supporting its REIT and DST platforms with advanced structuring solutions for §721 UPREIT contributions, §1031/DST exchanges, and estate-driven liquidity plans. His focus is on helping brokers and clients optimize tax outcomes while maximizing cash flow and long-term financial flexibility.

With over 25 years of experience at the intersection of taxation, finance, and real estate—including prior service in RSM’s National Tax Practice—Todd has built a career advising high-net-worth individuals, family offices, and investment sponsors. He has founded, acquired, and exited closely held businesses and has co-invested across a wide range of asset classes.

Todd previously held CPA, securities, and real estate broker licenses, and he continues to maintain his law license. In addition to leading Legacy Tax Advisors, he shares practical tax guidance for investors and advisors through his platform, SmarterAboutTaxes.com

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