Ron LaVelle

Ron L. LaVelle

CPA

Principal

+1 (650) 701 2200

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Ron LaVelle is a principal with Baker Tilly’s private wealth practice. He is a certified public accountant with more than 25 years of experience in finance and accounting.

  • Family office creation, development and management
  • Complex income tax, estate, gift and financial planning for ultra-high-net-worth individuals and multigenerational families
  • Tax planning for closely held corporations and partnerships
  • Family-owned business governance
  • Multigenerational, ultra-high-net-worth family dynamics and governance
  • Internal controls, design and implementation for family offices and private companies
  • Acquisition, development and disposition of real estate holdings
  • Luxury asset management, such as aircraft and artwork
  • Household employee management matters
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Guardian Gym, board member
  • Volunteers of America (formerly known as Foster a Dream), former board member

Location

Walnut Creek, CA

Education

Bachelor’s degree in accounting and finance

University of California, Berkeley