Feb
14
February 14, 2019
11:45AM - 1:30PM
2019-02-14 11:45AM 2019-02-14 1:30PM America/New_York Probate and Pumpernickel Luncheon February 14, 2019 BNY Mellon Wealth Management

Probate and Pumpernickel Luncheon February 14, 2019

BNY Mellon Wealth Management
3300 PGA Boulevard, 200
Palm Beach Gardens, FL 33410

CPAs Patti Giarratano ad Patrick Mangan will present at the Probate and Pumpernickel luncheon on February 14, 2019 at BNY Mellon in Palm Beach Gardens, FL as part of the Probate and Pumpernickel luncheon series

 

 

PATRICK E. MANGAN, CPA
Senior Manager, Tax

Patrick began his career with the international accounting firm PriceWaterhouseCoopers LLP. He later accepted a position with a Jupiter, FL estate planning law firm.
 His experience includes income and estate tax planning and compliance for high net worth individuals with a focus on individual, trust,
and partnership taxation. He also has extensive exposure to gift and generation skipping transfer tax issues.

PATRICIA A. GIARRATANO, CPA, MST
Director of Estate & Trust Taxation, Tax

Prior to joining CDL in 2014, Patricia Giarratano worked for both large regional and national accounting firms in the New York market.  
She advised business owners and executives from a wide range of industries including financial services, real estate, professional services,
entertainment, private foundations, and Family Office clients.Patti also worked closely with wealthy families to help minimize their overall
estate and income tax obligations

Click Here for further information.

 


Category Tag(s): Probate-Pumpernickel