Judith Segal is a director with Baker Tilly’s commercial tax practice. She specializes in not-for-profit tax compliance and the formation of not-for-profit organizations. In addition, Judy has substantial experience with estate, gift and trust taxation. She also has experience in the insurance and brokerage industries.
- Assists with tax planning and implementation for her clients
- Reviews tax compliance for not-for-profit entities and family offices
- Processes monthly, quarterly and annual accounting work for clients
- Represents clients in federal and state administrative proceedings including the retroactive reinstatement of tax exempt status
- Provides advice to clients on many tax issues including foreign tax reporting requirements, mergers and acquisitions and governance
- American Institute of Certified Public Accountants
- Certified Specialist in Estate Planning
- Illinois Certified Public Accounting Society, Tax subcommittee co-chair of the not-for-profit committee, speaker for local chapters on not-for-profit issues and roundtable forums