2018 year-end tax letter | Tax reform and the R&D tax credit

Private Client

In order to achieve your personal and financial objectives, you need a coordinated approach to your tax, estate, and financial planning needs.

Our services include, but are not limited to, income tax planning, retirement planning, investment consulting, trust and estate planning, and business owner planning.

    Our solutions

    Baker Tilly’s private client group works with individuals, business owners, executives, and family offices to understand their goals. We then develop and implement strategies to help them achieve those goals and minimize current and future liabilities.

    Our team looks at your entire financial picture, assessing your current situation to design an action plan that identifies potential opportunities and emphasizes achievable solutions. Our services include income tax planning, retirement planning, investment consulting, trust and estate planning, and business owner planning.

    As things change in your life and business, we review, monitor, and adjust your plan on an ongoing basis. This process can be as simple or as complex as your needs dictate.

    Whatever your individual tax, estate, and financial planning needs, we can help you achieve your objectives and enjoy peace of mind.

    Case study

    Estate planning helps client achieve financial security for future generations and “pay it forward” through charitable giving