Patrick started his career with Reilly, Penner & Benton LLP in 1998. Prior to becoming a partner in 2009, he gained significant experience by splitting his time between assurance and tax work. Today, he works with clients in the following industries:
- Employee Benefit Plans (including those with 11-K filings)
- Closely-held Businesses
- Not-for-profit Organizations
- CPA Firms
Patrick’s primary role is head of the firm’s ERISA audit practice. Patrick works with many types of plans including:
- 401(k) plans
- Profit sharing plans
- 403(b) plans
- Defined benefit (Pension) plans
- Health and welfare plans, and
- ESOP’s
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