Ed is a director with Baker Tilly’s tax practice, specializing in delivering a wide range of tax services to high-net-worth individuals, business owners and families with multigenerational wealth. He works across Baker Tilly’s varied service offerings to develop tax-efficient, custom solutions for every client.
- Provides tax compliance services for individuals, trusts, estates and exempt organizations
- Assists with tax planning and implementation for clients
- Advises and coordinates implementation of wealth transfer planning and charitable planning techniques
- Coordinates implementation of planning techniques with complimentary client professional advisers
- Assists with various estate planning techniques, including qualified personal residence trusts, charitable remainder trusts and installment sales to grantor trusts
- Provides tax research on complex issues and transactions
- Connects clients with other professionals across the firm that can help enhance and protect their value
- Provides tax compliance services for individuals, trusts, estates and exempt organizations
- Assists with tax planning and implementation for clients
- Advises and coordinates implementation of wealth transfer planning and charitable planning techniques
- Coordinates implementation of planning techniques with complimentary client professional advisers
- Assists with various estate planning techniques, including qualified personal residence trusts, charitable remainder trusts and installment sales to grantor trusts
- Provides tax research on complex issues and transactions
- Connects clients with other professionals across the firm that can help enhance and protect their value