Jaime Lawson, a partner in our Tysons, Virginia office, has been with Baker Tilly since 2003. Jaime provides a variety of tax and business advisory services to real estate and construction companies, in addition to serving high net worth individuals and families.
- Provides tax planning and consulting for her clients to maximize tax incentives and minimize tax burdens
- Responsible for overseeing the overall tax compliance for her clients, including managing the preparation of federal and multistate income tax returns for s-corporations, partnerships, individuals, estates, trusts and foundations
- Advises clients with estate planning, including transfer of wealth strategies, complicated gifting transactions, succession planning, charitable giving and family partnership structures
- Provides ongoing communication with clients regarding changes in tax laws and new tax incentives
- Assists with federal and state income tax audits, examinations and appeals processes
- Personal Financial Specialist (PFS™)
- American Institute of Certified Public Accountants (AICPA)
- Washington, D.C. Estate Planning Council – Arrangements committee
- JUST TRYAN IT, Inc. – provide pro bono tax compliance and counsel
- Co-presenter, “Pass-through entities in Trust” to Baker Tilly’s Estate and Trust Conference (May 2017) – New York, New York
- Co-presenter, “Considerations when an estate or trust is a member of a pass-through entity” at Baker Tilly’s Valued Business Advisor assurance and tax conference (November 2016) – Orlando, Florida
- Northern Virginia Magazine – Top Financial Professional (2021, 2020 and 2019)
Location
Washington, DC
Education
University of Maryland (College Park, Maryland)
Master of Business Administration with a concentration in accounting
Bachelor of Science in business with a concentration in human resource management
