Adina is a director with Baker Tilly’s private wealth practice. She has more than 10 years of experience working in the private wealth and real estate sectors. She provides service offerings across teams within her office and region. She specializes in providing a variety of income tax and estate tax advisory services to high-net-worth individuals and families in addition to serving real estate and construction companies with their compliance and advisory needs.
- Provides tax planning for high-net-worth families, real estate companies, partnerships, individuals, trusts, estates and foundations to maximize tax incentives and minimize tax burdens
- Advises family offices and multigenerational families regarding wealth preservation and wealth transfer strategies
- Responsible for overseeing and managing the tax compliance for her clients, including managing the preparation of federal and multistate income tax returns for partnerships, individuals, trusts, estates and foundations
- Assists clients with estate planning, including complicated gifting transactions, charitable giving planning and structures and family limited partnerships
- Focuses on the interaction of client’s real estate businesses, family investment partnerships, individual and trust returns
- Oversees and manages preparation of financial statements for real estate companies, special purpose reports for commercial real estate tenants and net worth statements for families including their trusts
- Provides ongoing communication with clients regarding changes in tax laws and new tax incentives
- Washington, D.C. Estate Planning Council
- American Institute of Certified Public Accountants (AICPA)
- Virginia Society of Certified Public Accountants (VSCPA)