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.
- 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)
- New York State Society of CPAs (NYSSPCA)
- Autism Speaks NY Executive Leadership Council
Location
New York, NY
Education
Master of Science in taxation
Bachelor of Science in accounting
University at Albany, State University of New York