Building Blocks For Success

Patrick Mangan, CPA, serves as a Tax Managing Director and is a member of Anchin’s Private Client group at the firm’s Palm Beach Gardens office. With over 20 years of experience in the public and private accounting industries, Patrick specializes in income and estate tax planning and compliance for high-net-worth individuals and families. His expertise encompasses individual, trust, gift, and generation-skipping transfer taxation. He dedicates much of his time to collaborating with his clients’ professional representatives, such as attorneys and investment advisors, to identify and evaluate income and estate planning opportunities, including wealth transfer and philanthropic endeavors. His holistic approach ensures that each family’s distinct goals are met with personalized and effective strategies.

Through his work with high-net-worth families, Patrick has gained thorough knowledge of income, estate, and gift tax Internal Revenue Service (IRS) audits. His ability to understand the interplay between each of these areas of tax law positions him to effectively represent high net worth families throughout the audit process. Further, his insight into Internal Revenue Service’s audit practices, especially in the estate and gift tax arenas, allows him to provide forward looking advice during the planning process to minimize future audit risk.

Patrick is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Additionally, Patrick is involved in local professional organizations, including the Palm Beach Tax Institute. Previously, he served as Director for the Boys and Girls Club of Martin County.