Tony Panebianco, CPA, TEP is the Director of Family Wealth Strategies at Grassi & Co. Tony works closely with wealthy entrepreneurs and executives, including their family members, trusts, partnerships and closely-held corporations, both domestically and internationally. Tony also worked as an accounting and tax compliance manager for a variety of private and not-for-profit firms.
Tony provides his clients with accounting, tax compliance, financial analysis, record-keeping, and bill-paying services, as well as tax minimization strategies, and traditional preparation of income and gift tax. Tony also assists multi-national families with U.S. pre-immigration planning and foreign trust calculations. Additionally, Tony provides tax and consulting services for U.S. beneficiaries of foreign trusts, U.S. citizens living abroad, and foreign nationals establishing a U.S. presence. Tony helps families design and administer sophisticated estate planning strategies, continuing to oversee the estate plan with updates as needed.
Before joining Grassi, Tony worked for Montrose Accounting Company from 2001 to February, 2014 where he was named President in 2009. Among his accomplishments there, Tony provided tax and accounting advice to wealthy U.S. families and entrepreneurs. He prepared company projections for their Board of Directors and analyzed tax returns of new and existing clients to find tax-saving opportunities. Tony also performed final review on all individual, trust, partnership, corporation, non-profit, gift and estate tax returns.
Tony is a member of the AICPA, NYSSCPA, and the prestigious international Society of Trust and Estate Practitioners (STEP).
Tony graduated from St. Johns University with a B.S. in Accounting.