Heather is a partner with Baker Tilly in the private wealth practice. She has more than 13 years of experience working with high-net-worth individuals, trusts, closely held businesses and private foundations. She works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.
- Oversees the preparation and review of federal, state and local income tax returns
- Provides trust, gift and estate services including trust and lifetime transfer planning and works closely with attorneys and investment advisors to coordinate strategies
- Routinely consults with clients on various tax compliance issues and tax planning strategies
- Connects clients with other professionals across the firm that can help protect and enhance our clients’ value
- Experience preparing applications for tax-exempt status and sales tax exemption
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Location
Philadelphia, PA
Education
Bachelor of Science in business administration and accounting
Shippensburg University of Pennsylvania