BINA PATEL

DELOITTE TAX LLP

Bina Patel is a managing director in the Private Wealth group of Deloitte Tax LLP’s Costa Mesa office and serves as the Individual Income Tax National Competency Leader for the Deloitte Tax practice. She consults on matters related to individual income taxation and has more than 26 years of experience advising wealthy individuals and their family offices in tax and accounting matters.

Patel primarily focuses on high-net-worth individuals, their closely-held investment and operating business entities and their respective family offices. Her clients have included large multi-generation families, entrepreneurs, executives, and complex trusts and estates. Patel also leads the private aircraft consulting practice for Deloitte Tax LLP, and she has specialized expertise in such industries as private equity fund structures, trust companies, and winery operations.

Born and raised in New Zealand, Patel began her career at Deloitte in the Auckland office. She is a licensed Certified Public Accountant in California as well as a licensed Chartered Accountant in New Zealand. She is also a member of the American Institute of Certified Public Accountants, California Society of CPAs and Chartered Accountants Australia & New Zealand. Patel holds a Bachelor of Commerce degree from the University of Auckland (NZ).

Patel serves as a founding board member of Chapman University’s philanthropic planning advisory committee. She enjoys traveling and experiencing different cultures, along with adventures to far-flung places for hiking, including a summit of Mt. Kilimanjaro.

Learn more about Deloitte at www.deloitte.com and reach Patel directly at bpatel@deloitte.com.