Eric Patoine, CPA

Senior Tax Manager

LinkedIn
Boston, MA
Focus Areas

Tax Planning
Multi-Generational Planning
Estate Planning

Client Specialty

Executives
Business Owners
Family Enterprise
Foreign nationals subject to U.S. taxation

Eric joined The Colony Group in 2020. His practice is focused on serving ultra-high-net-worth individuals in the following areas: federal & state taxation, trust administration, estate planning, generational wealth transfer, charitable planning, asset protection, and financial privacy. He also represents clients during audits and examinations conducted by the Internal Revenue Service and various state tax authorities.

Prior to The Colony Group he was employed at PwC where he provided tax planning, consulting, and compliance services for large family dynasties, ultra-high-net-worth individuals, politicians, and foreign nationals subject to U.S. taxation.

Eric is a licensed Certified Public Accountant in Massachusetts. He’s a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. He’s also an associate member of the American Academy of Attorney-CPAs.

Eric graduated Magna Cum Laude with a Bachelor of Science in Business Administration degree concentrating in Accounting & Finance from Northeastern University.

Eric splits his time between Maine and South Dakota, where he is pursuing a Juris Doctor at the University of South Dakota. Outside of the office he enjoys attending symphony orchestras, skiing in Maine and Colorado, and hiking throughout the Western United States.