Norleen is a tax partner in Baker Tilly’s private wealth practice.
Norleen has over 30 years of experience advising tax clients, including high-net-worth individuals, closely held corporations, partnerships, trusts and tax-exempt entities. Her individual clients include private equity and hedge fund partners, closely held business owners, corporate executives and multigenerational families. Norleen focuses on working with her clients’ advisors to implement multidisciplinary solutions. Her experience also includes review and analysis of estate plans, income and transfer tax planning, option planning and evaluation and implementation of wealth diversification and tax deferral techniques.
Master of Science in taxation
Golden Gate University (San Francisco, California)
Master of Business Administration
Bachelor of Science in landscape architecture
California Polytechnic State University (San Luis Obispo, California)