Melissa Dambach is a tax director with Baker Tilly’s private wealth practice. With more than 20 years of experience specializing in tax planning, consulting, and compliance services for high-net-worth individuals and families. She specializes in individual and fiduciary income tax, estate planning, charitable giving, and multigenerational family wealth. Melissa focuses on creating and maintaining strong relationships with her clients and collaborates with their advisors to implement tax-efficient strategies and solutions.
- Oversees and manages federal and state tax compliance for individuals, trusts, estates, and foundations
- Income tax planning for high-net-worth individuals and families
- Advises clients on tax efficient charitable giving
- Collaborates with high-net-worth individuals, families, and their advisors on multigenerational wealth planning
- Assists with federal and state income tax audits and appeals
- Provides ongoing communication with clients regarding changes in tax laws
- American Institute of Certified Public Accountants (AICPA)
- Idaho Society of Certified Public Accountants (ISCPA)
- AICPA, Personal Financial Specialist
- Certified Financial Planner®
- Certified Divorce Financial Analyst
Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.