SPECIALISTS
Pasqualino (Pat) Spagnoli
Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP
Experience
Pat Spagnoli is Business Advisory Solutions partner with more than 25 years of experience providing a comprehensive range of tax, accounting, and business advisory services.
Pat’s clients include high net worth individuals, as well as family-owned and closely held businesses across a diverse range of industries, including architects, engineers, construction, real estate, food and beverage, retail, wholesale distribution, and law firms.
Pat takes a hands-on approach to helping his clients reach their financial and business goals. His areas of expertise include developing strategies for entity structuring, buy-sell agreements, succession planning, and acquisitions, as well as identifying ways to minimize his clients’ tax burdens.
Pat also collaborates with his clients’ other advisors to guide them in the areas of retirement plans, employee benefits, valuations, and estate and gift tax planning. He maintains a network of legal, banking, pension, employee benefits, and insurance relationships to be able to bring resources to his clients as needed.
Previously, Pat was a partner at Schwartz & Hofflich, LLP, which joined Citrin Cooperman in 2010.
CREDENTIALS
Education
Bachelor of Science in Business Administration with Concentrations in Accounting and Finance, State University of New York at Brockport
Licenses
Certified Public Accountant in the States of Connecticut and New York
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New York State Society of Certified Public Accountants (NYSSCPA)
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My client relationships are all about trust. Understanding what’s happening in their business and family lives is critical to advising them properly. They rely on me to advise them not only on tax and accounting issues, but to help them overcome the challenges they face every day. It’s truly gratifying to know that I helped them to resolve their issues and achieve their goals.
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Get in touch with Pasqualino (Pat) Spagnoli today.
Fill out the form below to get in direct contact with Pasqualino (Pat) Spagnoli and start your personalized consultation journey.
