Pat is responsible for overseeing the non-business tax unit and the emerging business unit at Chortek. Pat has extensive experience in accounting, tax preparation and strategic planning for closely held businesses and their executives. Pat’s expertise helps clients maintain and grow their wealth via creative estate and gift planning. He incorporates the use of technology for his clients by using modeling tools to provide detailed evaluations of cash flow projections, lease versus buy alternatives and the tax impact of business decisions.
Pat is an accredited Certified Valuation Analyst, and also heads up the Business Valuation unit.