Growth & Entrepreneurial Services
Real Estate and Partnership Entities
High Net Worth Individuals
Patty has extensive experience in the areas of complex Limited Liability Companies, partnerships, S Corporations, multi-state entities, and high net-worth individuals.
She earned her Bachelor of Science in Accountancy at the University of Illinois Urbana-Champaign and began her career with Arthur Andersen, first working as an audit senior before specializing in tax and rising to the position of Tax Manager. She continued her education at Golden Gate University with a Master of Science degree in Finance with additional concentrations in tax and financial planning.
Patty serves a diverse clientele at Calegari & Morris providing business advisory, tax, and review and compilation services for a variety of closely held businesses, along with tax planning and compliance services for the high net-worth individuals who own these businesses. She is well equipped to assist clients with selecting the legal entity that best supports their business and personal objectives.
Patty has exceptional technical expertise and has consulted and advised on complex business formation issues and transactions such as acquisitions, dispositions, liquidity events, and exchanges of real estate. As a pass-through entities expert she is well versed in profits interest equity compensation and partnership ownership changes including buying and selling of interests, member redemptions, and partnership terminations.
Patty enjoys serving business owners by working together with them to coordinate both business and personal goals through proactive planning and advice.