Financial and Estate Planning


Accounting and Assurance Forensic, Valuation, and Litigation Support International Investment Advisors Management Consulting Private Equity Staffing Tax Compliance and Outsourcing Cost Segregation Federal Tax Advisory Financial and Estate Planning High Net Worth Tax IRS Practice and Procedures International Tax Research Tax Credits and Incentives State and Local Tax Tax Exempt Entities Transactions

Baker Tilly knows that achieving financial goals for yourself and your beneficiaries requires careful planning to protect assets and solutions that maximize your legacy, minimize taxes, and accomplish your charitable objectives.

Our team of cross-disciplinary professionals has the national reputation for financial and estate planning guidance that helps clients enjoy peace of mind. We often request private IRS rulings on strategies, write for national publications, and speak at regional and national conferences.

Depend on Baker Tilly to guide you through a maze of planning issues and opportunities, and, if necessary, request private IRS rulings, represent you in IRS Audit Appeals, and provide tax court litigation support.

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