Blake is a managing director with Baker Tilly’s family office practice. He has more than 15 years of experience working with ultra-high-net-worth individuals and families, as well as their businesses, investment partnerships, trusts and estates.
- Complex income tax, estate, gift and financial planning for ultra-high-net-worth individuals and multigenerational families
- Investment partnership bookkeeping and investment analysis
- Preparation of customized financial statements for personal assets including income statement, balance sheet, cash flow, as well as budgeting, forecasting and cash management reports
- Bookkeeping, including revenue recognition, journal entries, accounts payable and accounts receivable
- Payroll and employee management for household employees
- Family-owned business governance
- Tax and financial planning for ultra-high-net-worth individuals and multi-generational families with domestic and foreign personal and business assets
- Federal and multistate tax compliance for partnerships, S corporations, LLCs, estates, trusts and foundations
- Consultation to founders and senior executives on concentrated stock positions, stock options and other equity compensation structures
- Preparation of quarterly and yearly financial reporting packages and year‐end processes, including 1099 filings and K‐1 reconciliations
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)