Kristi is an established tax professional specializing in the taxation of real estate development, construction, syndication, tenant-in-common associations (TICs) and financial services companies. She also has extensive experience leading tax projects for restaurants and franchises. In addition to providing comprehensive tax solutions to our clients, Kristi also serves as the California Growth Strategies Leader for Baker Tilly.

Kristi Oates is a tax partner with over 30 years of public accounting experience.

Bachelor of Science in accounting (Honors)
University of Southern California (Los Angeles, California)

Specializes in the taxation  and tax planning of various real estate related companies, restaurants, and franchises for both franchisees and franchisors 

Represents an array of closely held businesses and high-net-worth individuals 

Experience in the areas of sophisticated multi-state partnerships, affiliated groups of companies, closely held businesses, and high-net-worth individuals and their families 

Strong emphasis on flow through entity structures and focuses on the interplay between company and individual 

Works to minimize overall tax burden and maximize the after tax profits for affiliated groups and their owners 

Actively engaged in monitoring current and impending tax and accounting developments as they relate to the restaurant, food, and franchise industries 

American Institute of Certified Public Accountants (AICPA) 

California Society of Certified Public Accountants (CalCPA) 

Advisory Board Member at the University of California, Irvine Paul  Merage  School of Business, Center for Real Estate 

Board of Directors, Building Industry of America (BIA) 

Board of Directors and Former President, Commercial Real Estate Women (CREW) 

Board of Directors and Chair of the Education Committee, California Restaurant Association (CRA) 

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