Adam is the team leader of Baker Tilly’s Minneapolis private wealth practice. With more than 20 years of experience, Adam works with high-net-worth individuals, trusts and privately held businesses (the family enterprise) in the areas of tax planning, mergers and acquisitions consulting, business succession planning and family wealth transfer planning. He works to provide multiple solutions for his clients and is a conduit to Baker Tilly’s varied service offerings.
- Provides an integrated experience for clients, connecting them with specialists in our family business advisory, wealth management, client accounting and tax specialty practice teams.
- Works with family enterprises to integrate exit strategies into their business, personal and financial goals
- Understands the unique dynamics of the family enterprise and provides services to navigate common challenges
- Advises clients on sell-side transactions and post-sale family legacy planning
- Specializes in tax planning and compliance for high-net-worth individuals, trusts, small to midsized businesses and family-owned companies
- Enhances clients’ value through design and implementation of tax compliance process improvements
- Protects clients’ value through the management of IRS and state tax audits
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
- Exit Planning Institute
- University of Minnesota, Master of Business Taxation Advisory, board member (2012–2014)
Location
Minneapolis, MN
Education
Master of Business Taxation
Bachelor of Science in accounting
University of Minnesota - Twin Cities
