Randi is the leader of Baker Tilly’s private wealth practice in Pennsylvania and West Virginia and the Wilmington, Delaware market leader.
Randi has more than 20 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. She works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.
- Provides a holistic, integrated experience for each individual or family, connecting them with specialists across our wealth management, client accounting and family business advisory teams
- Develops and implements optimized tax strategies to save clients time, money and stress
- Provides trust, gift and estate services, including trust planning, lifetime transfer planning, financial planning, wealth transfer economic and tax analysis
- Understands the specific issues surrounding the ownership of S Corporation stock by both individuals and permissible trusts, including tax planning regarding transactions within the S Corporation and the transfer of S Corporation stock
- Provides tax planning and compliance services for various businesses, including partnerships and S Corporations, with a particular focus on investment partnerships and private equity portfolio companies
- Connects clients with other professionals across the firm that can help protect and enhance our clients’ value
- American Institute of Certified Public Accountants (AICPA)
- Delaware Society of Certified Public Accountants (DSCPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Location
Wilmington, DE
Education
Master of Taxation
Bachelor of Science in accounting
Villanova University