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Brian Simmons

Partner, CPA, JD
248 368 8725

Brian Simmons is a partner with Baker Tilly with more than 25 years of experience advising entrepreneurs, privately held businesses and high net worth individuals on a wide range of tax planning and business matters.

Brian practiced law for several years prior to joining Baker Tilly and has also served as Chief Financial Officer for a large consulting firm. He has extensive experience with the taxation of S corporations, C corporations, partnerships, estates, trusts and tax exempt organizations. Brian also regularly represents clients in tax audits and disputes before the Internal Revenue Service and state agencies.

Experience

  • Tax planning and compliance for businesses and individuals
  • Resolution of tax controversies
  • Complex estate and gift tax planning and compliance
  • Trust income tax planning and compliance
  • Real estate taxation
  • Representation of not-for-profit and tax-exempt organizations regarding operational and compliance issues
  • Employee benefits

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)
  • State Bar of Michigan: Taxation, Business Law, and International Sections
  • Oakland County Bar Association: Taxation, Employee Benefits, and Probate, Estate and Trust Law Committees
  • Financial and Estate Planning Council of Metropolitan Detroit, Board of Directors
  • Former chairperson, Oakland County Bar Association Taxation Committee
  • Previously certified as a CVA by the National Association of Certified Valuation Analysts
  • Martindale-Hubbell AV Preeminent rated attorney
  • Karmanos Cancer Institute, Planned Giving Advisory Committee
  • Planned Giving Roundtable of Southeast Michigan
  • Former adjunct professor, Walsh College Masters in Taxation Program

Thought Leadership

  • “Discharge of Tax Liabilities in Bankruptcy: Will Your Clients Get the Fresh Start They Expect?” Laches, Author
  • “Employee/Independent Contractor Controversies and the New IRS Voluntary Classification Settlement Program,” Laches, Author
  • “Tax Planning for Stock Redemption Agreements,” Michigan Bar Journal, Author
  • “New Revenue Ruling Encourages Gifts of Stock in Family Business, But Beware!” Michigan Bar Journal, Co-author
  • “Age Weighted Profit Sharing Plans – an Idea Whose Time has Come,” Michigan Bar Journal, Co-author

Education

Alma College (Alma, Michigan)
Bachelor of Arts, business administration

Indiana University School of Law (Bloomington, Indiana)
Juris Doctor