Meet our new California principals

Baker Tilly is proud to announce the addition of seven highly skilled principals to the California region. Congratulations to our new principals!

Palm tree-lined street overlooking Los Angeles at sunset

California regional M&A update: H1 2024

Baker Tilly Capital, LLC’s California regional M&A update provides a recap of middle market transactions (i.e. deals with reported enterprise value between $10 million and $1 billion) with the target company located in California.

California Pacific Coast Highway

California eliminates ING trust planning strategy for California residents

California is the second state to eliminate the use of INGs, after New York in 2014. California residents who have INGs as part of their overall estate plans should contact their estate and income tax professionals to discuss implications.

Trees in the forest, natural resources

Environmental, social and governance (ESG)

ESG is emerging as the preferred framework for companies to transparently report sustainability activities. Whether you’re looking to expand on existing ESG efforts or if you’re just getting started, we’ll meet you where you are.

California Pacific Coast Highway

California voluntary compliance program takes another step towards implementation

California State Controller (SCO) website added a link to complete a Voluntary Compliance Program (VCP) Interest Form for companies interested in participating in the recently enacted VCP.

California locations

Southern California

Los Angeles
11150 Santa Monica Blvd, Suite 600
Los Angeles, CA 90025
+1 (310) 826 4474
Office Managing Principal – Greg Zelenay

Orange County
18500 Von Karman Ave, 10th Floor
Irvine, CA 92612
+1 (949) 222 2999
Office Managing Principal – Thomas Bennett

San Diego
3655 Nobel Drive, Suite 300
San Diego, CA 92122
+1 (858) 597 4100
Office Managing Principal – Thomas Bennett

Woodland Hills
6320 Canoga Ave, 17th Floor
Woodland Hills, CA 91367
+1 (818) 995 0090
Office Managing Principal – Greg Zelenay

Northern California

Pleasanton
5020 Franklin Drive
Suite 100
Pleasanton, CA 94588
+1 (925) 463 8833
Office Managing Principal – Lynette Stolarzyk

Redwood City
3 Lagoon Drive
Suite 400
Redwood City, CA 94065
+1 (650) 365 4646
Office Managing Principal – Lynette Stolarzyk

San Francisco
50 Fremont St, 40th Floor
San Francisco, CA 94105
+1 (415) 781 2500
Office Managing Principal – Lynette Stolarzyk

San Jose
2055 Gateway Place
San Jose, CA 95110
+1 (408) 625 5100
Office Managing Principal – Lynette Stolarzyk

San Jose
1735 Technology Drive
Suite 410
San Jose, CA 95110
+1 (408) 766 6000
Office Managing Principal – Lynette Stolarzyk

Walnut Creek
1340 Treat Blvd
Suite 500
Walnut Creek, CA 94597
+1 (925) 482 1400
Office Managing Principal – Lynette Stolarzyk