News & Articles

Patricia writes a monthly article in the Journal of Accountancy’s CPA Insider. Each month Patricia shares her insight and analysis in a range of issues of importance to individuals, families, closely held businesses, and charitable organizations. Recent articles include:

Key questions to ask the family business owner who plans to sell

3 steps clients with kids in college need to take

What to do when a client wants to give an LLC or limited partnership unit to charity

Don’t let your clients miss out on the IRD deduction

Don’t let clients overlook these key estate planning issues

Click here to view more of Patricia’s articles in the Journal of Accountancy

Patricia is also a primary caregiver to a parent with Alzheimer’s, which she wrote about in July 2016 in Maria Shriver’s blog on Alzheimer’s and caregiving. Please click here to read “Questions for My Fellow Caregivers Living in Our Seven-Generation World.