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.
