Randi leads Baker Tilly’s private wealth practice in the New York metro area. She has more than 30 years of experience working with high-net-worth individuals, business owners, executives and families with multigenerational wealth. Randi is Baker Tilly’s subject matter expert in the trust and estate space and helps to set firm policy regarding compliance issues involved in the preparation of gift, trust and estate tax returns.
- Specializes in the federal and state taxation of individuals, trusts and estates and the organization and taxation of private foundations and public charities
- Provides estate planning services for individuals with inherited wealth and owners of closely held businesses
- Extensive experience in the international estate and trust area
- Assists clients with complicated cross-border estate planning issues
- Directly involved with the dissemination of information to the firm and its clients regarding changes in the estate and gift arena
- Association of the Bar of the City of New York
- American Bar Association
- U.S. Tax Court
- Tax Adviser magazine, former Editorial Advisory board
- “Inflation increases present more opportunities for smart giving,” February 2024
- “Actionable federal tax insights for individuals and private wealth in 2024,” January 2024
- “Making the unexpected, expected,” September 2023
- “Tax extensions: Plenty to know, but nothing to fear,” March 2023
- “The basics of estate planning: an easy-to-understand introduction to protecting your assets and ensuring your legacy,” December 2022
- “Estimated taxes for individuals: The who, what, where, when and why,” November 2022
- “Plan your estate before it’s too late,” October 2021
- “What the proposed tax changes may mean to you,” July 2021
- “Gift and estate tax planning in 2021,” January 2021
- “Residency rules and state trust taxation – beware the traps,” October 2020
- “Notable Women in Accounting and Consulting,” Crain’s New York Business, 2018 and 2020
Location
New York, NY
Education
Juris Doctor
Brooklyn Law School
Master of Laws
New York University School of Law
Bachelor of Science
State University of New York at Albany
