Kelly Nelson is the managing partner of the Seattle market, as well as a partner in Baker Tilly’s tax practice. With over 20 years' experience as a trusted advisor, Kelly has worked closely with high-net-worth individuals coordinating their financial and estate plans. She collaborates with clients and their advisors on multi-generational wealth planning. She provides them with a range of services, including strategic tax and estate planning, family office, family meeting facilitation, business and fiduciary tax compliance, succession planning and business consulting.
She develops and maintains an overall plan for the family while preserving harmony among family members and across the generations.
- Multi-generational wealth planning
- Strategic tax planning
- Estate planning
- Business and fiduciary tax compliance
- Family office services
- Family meeting facilitation
- Succession planning
- Family and closely held business consulting
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
- Washington Society of Certified Public Accountants – diversity, equity and inclusion council, chair
- St Michael Medical Center, past chair
- St Michael Medical Center Foundation, past vice chair
Location
Seattle, WA
Education
Bachelor of Arts in business administration and accounting (cum laude)
University of Washington