Corrine Brooks is a director with Baker Tilly’s tax practice. She has more than 35 years of experience. She is a specialist in complex, multigenerational ultra-high-net-worth families, and works with her clients on tax planning and compliance for their individual income taxation as well as their various entities, philanthropic and business interests.
- Tax compliance and planning for ultra-high-net-worth individuals and families
- Taxation of family partnerships, investment partnerships, hedge funds, real estate partnerships and other entity types
- Trust and estate advisory and compliance
- Aircraft accounting, including familiarity with the various aspects of aircraft purchasing, sales and use tax, and business use of personal aircraft
- Various high-net-worth cross-border tax matters, including passive foreign investments (Form 8621), reporting of foreign bank and financial accounts (FBAR), information returns regarding certain foreign corporates (Form 5471), and foreign account tax compliance act (FATCA) registration (Form 8957)
- Formation and structuring of private foundations, and other philanthropic structures and planning
- Personal accounting around budgeting and projections
- Tax-focused evaluations of investments
- California Society of Certified Public Accountants (CalCPA)
Location
Orange County, CA
Education
Master of Taxation
Golden Gate University
Bachelor of science in accounting
San Francisco State University