Amy Allen is a tax principal with Baker Tilly’s private wealth practice. She has more than 30 years of experience providing tax services for high-net-worth individuals and their closely held businesses, trusts, estates and exempt organizations. Her clients include closely held business owners, private equity partners and corporate executives and multigenerational families. Amy is a trusted advisor to her clients and works closely with them to implement multidisciplinary solutions. Her experience includes income and transfer tax planning and compliance, estate planning and philanthropic strategies.
- Tax consulting, compliance and multiyear planning to a range of clients
- Stock-option planning and optimizing tax efficiency with concentrated stock positions as well as planning with qualified small business stock (QSBS)
- Charitable giving strategies
- Estate and trust planning including evaluation of wealth diversification and tax deferral methods
- Income and transfer tax planning and compliance
- Prepares and reviews estate and gift tax returns as well as fiduciary income tax returns
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- San Francisco Estate Planning Council
- San Francisco Tax Club