greg-patel

Greg Patel

Partner, CPA

Professional Experience

Greg Patel is a Partner in MBE CPAs’ Estate, Gift, & Trust (EGT) and Advanced Tax Planning practice, advising high-net-worth families, founders, and closely held businesses on multigenerational wealth transfer, liquidity events, and complex tax compliance. With an operator-minded, practical approach, Greg helps clients align their tax, estate, and business strategies, particularly in situations shaped by evolving federal tax laws, transaction timelines, and family governance considerations.

Over the past 25 years, Greg has guided clients through trust structuring, business succession planning, philanthropic strategies, and IRS controversy matters. He is known for translating highly technical rules into clear, actionable recommendations that support clients, attorneys, investment advisors, and family offices in making well-informed decisions.

Industry Focus

  • Estate, Gift & Trust Planning & Compliance
  • Business Succession & Liquidity Event Planning (M&A/recaps, redemptions, buy-sell strategies)
  • High-Net Worth Income Tax Planning & Modeling
  • Trust Design & Funding (IDGTs, GRATs, SLATs, QSBS trust planning)
  • Fiduciary, Gift, and Estate Tax Returns (Forms 1041, 709, 706) & DSUE Optimization
  • Closely Held and Family-Owned Businesses; Partnerships & S Corporations
  • Cross-Disciplinary Coordination with Attorneys, Investment Advisors, and Family Offices, IRS Examination Support

Areas of Experience

  • Led tax-efficient succession planning for complex family enterprises.
  • Advised on QSBS (§1202), trust, and founder liquidity strategies.
  • Executed advanced grantor trust planning, including IDGT installment sales.
  • Guided estate and trust administration and compliance (Forms 706, 709, 1041).
  • Standardized firm-wide EGT processes and review procedures.

Education

Certifications

  • Certified Public Accountant (CPA), Arizona

Professional Affiliations

Recent Topics & Thought Leadership

  • Estate & Gift Planning Amid Changing Exemptions
  • Partnership Capital & Allocation Mechanics in Wealth Transfers
  • Fiduciary Accounting & EGT Compliance Templates
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