Julie is a tax director with Baker Tilly’s private wealth practice. She is based out of Baker Tilly’s Washington D.C. office and has more than 20 years of experience in tax, including preparation and review of individual income, trust income and gift tax returns and cash flow planning. Julie works with a wide range of clients including law firm partners, business executives, widows and multigenerational families and enjoys working closely with clients and their advisors to meet their individual financial needs.
- Income tax compliance and planning for high-net-worth individuals
- Trust and estate income tax compliance
- Gift tax compliance
- Estate and gift tax planning
- American Institute of Certified Public Accountants (AICPA), member
- Maryland Association of Certified Public Accountants (MACPA), member