Doug is a tax partner in Baker Tilly’s private wealth practice. He has more than 10 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. Doug works across Baker Tilly’s varied service offerings to develop forward thinking, custom solutions for every client.

University at Albany, State University of New York

Provides a holistic, integrated experience for each individual or family to understand their goals. Develops and implements strategies to help them achieve those goals and minimize current and future tax liabilities

Focuses on tax consulting and compliance services for high-net-worth individuals and family offices

Currently manages the overall tax compliance for a single-family office operating as a virtual family office

Specializes in assisting high-net-worth taxpayers in the asset management, real estate and technology industries

Provides ongoing communication with clients regarding changes in tax laws and timely planning opportunities

Assists with federal and state income tax audits, examinations and appeals processes

Has extensive experience in planning and compliance for international tax issues

American Institute of Certified Public Accountants (AICPA)

Autism Speaks NY Executive Leadership Council

Individual Income Tax Planning & Compliance

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