NEW YORK: T: (212) 697-1000
Experience
Maria Pani advises business owners and high net worth individuals on all aspects of financial, tax, and retirement planning. A consultant in the New York City Office, she brings thirty years of experience to her clients’ needs. Maria is especially proficient in the area of estates and trusts, including the fiduciary's functions. She also advises her clients on related sophisticated tax and estate planning matters.
Early in her career, Maria worked in private accounting. Her experience on both sides of the accounting ledger has given her insight into the special needs of both businesses and individuals.
CREDENTIALS
Education
Graduate, The Bernard M. Baruch College
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New York State Society of Certified Public Accountants (NYSSCPA)
Get in touch with Maria Pani today.
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I like helping my clients accomplish things they may not have even known they wanted to accomplish – like giving to a favorite cause through charitable remainder trusts, or paying for their grandchildren’s' education without being subject to gift tax.
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Get in touch with Maria Pani today.
Fill out the form below to get in direct contact with Maria Pani and start your personalized consultation journey.