Shareholder, Tax

Patrick E. Mangan began his career with a Big Four accounting firm in West Palm Beach in 2004.  He later accepted a position with a Jupiter 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 has extensive exposure to gift and generation-skipping transfer tax issues and is well versed in current estate tax planning techniques.

Areas of Experience

  • High Net Worth Individuals
  • Federal & State Tax Compliance
  • Individual, Trust, & Partnership Income Tax Compliance
  • Gift & Generation Skipping Transfer Taxation
  • Estate & Income Tax Planning


  • Florida CPA

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Martin County Estate Planning Council, Member
  • Boys and Girls Club of Martin County, Board of Director


  • Florida State University, Bachelor of Science in Accounting, Magna Cum Laude
  • Florida State University, Master of Accounting