Tom is a principal with Baker Tilly’s private wealth practice. He has more than 15 years of experience and specializes in individual and fiduciary income tax compliance and consulting for multigenerational families, entrepreneurs and high-net-worth individuals. Prior to joining Baker Tilly, Tom worked at a private family office.
- Provides tax planning and compliance for high-net-worth individuals
- Works with families to coordinate tax planning strategies for multiple generations
- Assists flow-through entity business owners with tax planning and cash flow analysis
- Provides tax research on complex issues and transactions
- American Institute of Certified Public Accountants (AICPA)
- Minnesota Society of Certified Public Accountants (MNCPA)
Location
Minneapolis, MN
Education
Master of Business in taxation
University of Minnesota, Carlson School of Management
Bachelor of Science in business administration
University of Wisconsin-La Crosse