Patricia A. Giarratano

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PATRICIA A. GIARRATANO, CPA, MST

Director of Estate & Trust Taxation, Tax

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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 through planning for multiple generations.

  • Areas of Experience

  • Estate, Trust, & Gift Tax Planning & Compliance
  • Ultra-High Net Worth Individual Taxation & Planning
  • Partnership Taxation & Planning
  • Certifications

  • New York State CPA
  • New Jersey CPA
  • Florida CPA
  • Professional and Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Palm Beach Estate Planning Council, Member
  • New Jersey Society of Certified Public Accountants
  • Education

  • Farleigh Dickinson University, Master’s in Taxation
  • Montclair State University, Bachelor of Science in Accounting