Kyle is a tax principal in Baker Tilly’s private wealth practice. With more than 15 years of experience working with high-net-worth individuals, business owners, families with multigenerational wealth and family offices. He works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client. Kyle joined the firm in 2019 and leads the Plano office private wealth practice.
- Provides guidance to families on individual income taxation
- Works with business owners and high-net-worth families in the development and implementation of tax efficient wealth transfer planning techniques
- Specializes in estate and gift tax planning, including the use of family limited partnerships, dynasty trusts and charitable trusts
- American Institute of Certified Public Accountants (AICPA)
- Dallas Estate Planning Council
Location
Frisco, TX
Education
Master of Science in accounting
Stetson University (DeLand, Florida)
Bachelor of Science in accounting
Nazareth College of Rochester (New York)