Experience
Tony joined Citrin Cooperman as a managing director in the Commercial Tax Services Practice in Spring of 2024 and is based out of the Chapel Hill, NC office. With over 25 years of experience as a tax consultant, Tony is an established resource for closely held businesses, high net worth individuals, and tax-exempt entities.
As an attorney and CPA, Tony has provided tax advisory and compliance services for technology, manufacturing, healthcare, real estate, and service businesses in startup structure planning, strategic tax planning for pass-through entities and their owners, mergers and acquisitions (M&A) transactions, succession and exit planning, nexus risk management, compensation strategies, and dispute resolution. Tony is well-versed in income and estate planning for business owners and high net worth individuals, including tax projection and planning, inter vivos gifting, trust formation and maintenance, and tax exempt entity set up and governance.
Prior to joining Citrin Cooperman, Tony amassed his industry experience in various tax leadership roles with Big Four and mid-tier accounting firms in the Northeastern United States and North Carolina. He has been a regular presenter to industry and local trade associations, including the North Carolina Association of Certified Public Accountants, Raleigh Chamber of Commerce, and North Carolina Center for Nonprofits, has authored technical articles for various business publications and online posts, and served as an expert tax witness in civil litigation.
CREDENTIALS
Education
Juris Doctor, Quinnipiac University School of Law
- Outstanding Achievement Award – IRS Tax Practice & Procedure
Bachelor of Science, Central Connecticut State University
Licenses
Certified Public Accountant in the States of North Carolina and New Jersey
Licensed Attorney in the State of New Jersey
Affiliations
Member, American Institute of Certified Public Accountants (AICPA) Tax Section
Member, North Carolina Association of Certified Public Accountants (NCACPA)
Past Chapter President, Business Network International (BNI)
Member, Morrisville Chamber of Commerce
Member, Cary Chamber of Commerce Leadership Academy
Past Treasurer, Panther Creek Band Boosters
Past Treasurer, Cary Ballet Academy
Honors & Awards
Tony was recognized by one of his previous firms for “Outstanding Achievement – 2023 Diversity Leader for Raleigh Office.”
Presentations & Publications
“The Affordable Care Act, Now That We Know It’s the Law, What Does it Mean?” – SUCCESS Magazine, Nov/Dec 2012
“Quid Pro What – Cash Gifts are Not No-Brainers!” Common Ground, Spring 2012
“Leverage Off Your Tax Return…Improve Chances to Achieve Financial Goals” – Ind Credit Ops Newsletter, March 2007
“Tax Exempt Status Does Not Imply Freedom from All Taxes” – Triangle Business Journal, 2015
WORK-LIFE BALANCE
Community Involvement
Tony has served as a volunteer not-for-profit board director and pro bono financial advisor for various local charities and small businesses, as well as participated in the 2014 WRAL Tax Day Free Assistance Event. He has volunteer coached boys and girls sports in the Cary and Morrisville, NC areas, and he served as the girls basketball coach for the state finalists at his high school alma mater.
Outside the Office
Tony enjoys spending time with his wife Angela, two children Derek and Jillian, and goldendoodle Jax, along with immediate family members who relocated together to the NC Triangle area in 2006. His hobbies include golf, chess, and avidly following the world champion New York Yankees.
Get in touch with Anthony (Tony) Pandiscia today.
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If we spend the vast majority of our time with people we love and respect – people we really enjoy being on the bus with and who will never disappoint us – then we will almost certainly have a great life, no matter where the bus goes.
Get in touch with Anthony (Tony) Pandiscia today.
Fill out the form below to get in direct contact with Anthony (Tony) Pandiscia and start your personalized consultation journey.