Barbara Schmidt

Barbara Schmidt

CPA

Director

+1 (858) 764 6662

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Barbara Schmidt is a director with Baker Tilly's tax practice. She has nearly 30 years of experience with multigenerational families in various capacities, including on the tax advisory and compliance side, as well as internally as a family office professional. She also has a background working with vineyards, wineries, food and beverage, and other consumer goods/retail enterprises, both publicly and privately owned.

  • High-net-worth individual and family tax planning and compliance
  • Family office tax, financial and administrative operations
  • Merger and acquisition tax planning and compliance
  • Partnership, S corporation and C corporation taxation
  • Real estate and investment partnership advisory
  • California Society of Certified Public Accountants (CalCPA)

Location

San Diego, CA

Education

Master of Business Taxation
University of Southern California

Bachelor of Science, business economics
University of California, Santa Barbara

Expertise