Kate Anderson is a tax partner in Baker Tilly’s private wealth practice. Kate works collaboratively with clients and their advisors to support high-net-worth and ultra-high-net-worth families and their family offices. She provides them with a wide range of services, including strategic tax planning and preparation, family controllership and financial reporting, bill pay, wealth transfer planning, risk management, estate planning, philanthropy, family governance and family education.
Bachelor of Science in finance and accounting (Cum Laude)
Golden State University (San Francisco, California)
Certificate in Estate and Trust Planning and Taxation, American University