Patrick will join CDL’s 13 Shareholders to advance client services and engagements, and help recruit professional talent for the Firm.
Patrick joined the Firm in 2016 and specializes in income and estate tax planning, compliance for high net worth individuals and families, and gift and generation skipping transfer tax issues.
Patrick is one of four CPAs who was instrumental in opening CDL’s Stuart office in 2017.
“In less than four years, Patrick has contributed to changes in our work environment and mentoring our staff,” said Lou Cohen, President and Shareholder of CDL. “Patrick has maintained leadership roles in improving firm processes, recruiting, networking and marketing, which in turn has had a positive impact on the Firm’s development and growth. We are pleased that Patrick has joined the Shareholder group and will help lead CDL into the future of public accounting.”
A graduate of Florida State University with a Bachelor of Science in Accounting (Magna Cum Laude) and a Master of Accounting, Patrick is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Patrick is also a member of the Martin County Estate Planning Council and a Board of Director of the Boys and Girls Club of Martin County.