Meet Vincent J. Gatto, CPA, CFP

Vincent J. Gatto, CPA, CFP is a Tax Partner and a member of Anchin Private Client. Vincent has more than 25 years of experience fulfilling the accounting, business, and financial needs of high-net-worth individuals, families, and entities. He works closely with these individuals advising on income and estate tax issues, retirement, succession and financial planning, and wealth preservation and transfer strategies.

Vincent has deep experience in the preparation of complicated multi-state individual, partnership, fiduciary and gift tax returns and judicial accountings for executors and trustees. He collaborates with top professionals in the industry when advising clients on updating estate and financial plans including reviewing wills, trust instruments, in-force insurance illustrations, and asset allocation investment models.

Vincent also helps clients devise sophisticated estate planning strategies, among them grantor retained annuity trusts, defective grantor trusts, generation skipping trusts, charitable trusts, and family limited partnerships. In addition to client responsibilities, he is a part of Anchin’s mentoring program which works to further the career and professional development of the firm’s staff.

Vincent is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), the Estate Planning Council of New York City, and the Financial Planning Association (FPA).