David M. Sacarelos

David Sacarelos is a principal with Baker Tilly’s tax practice. He is a certified public accountant with more than 30 years of experience providing advisory and tax services to ultra-high-net-worth individuals and families, partnerships, not-for-profit organizations and privately held businesses. His clients include multigenerational families, corporate executives, founders and investors. He has expertise in income, tax, estate and financial planning and consulting for complex financial transactions; all aspects of high-net-worth income, estate and gift tax planning and compliance; tax accounting and reporting in support of fiduciary tax return preparation for complex trusts; consultation with families and individuals on philanthropic goals and their charitable gift planning; private foundations, public charities and other not-for-profit organizations; complex investments underlying non-profit and foundation funds and endowments; representation of clients before taxing authorities (IRS, FTB, etc.); and foreign tax matters for individuals and families.