Jaime is the East region leader of Baker Tilly’s private wealth practice. She has more than 15 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. Jaime has been working at Baker Tilly since 2003 and leads the firm's private wealth practice in the East region of the U.S. She provides a variety of income tax and estate tax advisory services in addition to serving real estate and construction companies with their compliance and advisory needs. She takes a proactive approach in formulating solutions that work for you and your individual situation.
- Provides tax planning for high-net-worth families, partnerships, S corporations, individuals, trusts, estates and foundations to maximize tax incentives, minimize tax burdens, ease stress and save clients’ time
- Advises family offices and multigenerational families regarding wealth preservation and wealth transfer strategies
- Responsible for overseeing the overall tax compliance for her clients, including managing the preparation of federal and multistate income tax returns for S corporations, partnerships, individuals, trusts, estates and foundations
- Assists clients with estate planning, including complicated gifting transactions, charitable giving planning and structures and family limited partnerships
- Provides ongoing communication with clients regarding changes in tax laws and new tax incentives
- Assists with federal and state income tax audits and appeals processes
- Understands the dynamics of family enterprises and provides practical ideas and consulting services that resonate with her clients’ unique situations
- Washington, D.C. Estate Planning Council, president
- American Institute of Certified Public Accountants (AICPA)
- National Association of Estate Planners & Councils (NAEPC)
- Managing your inheritance
- House passes infrastructure bill, advances Build Back Better bill
- Personal Financial Specialist (PFS™)
- Accredited Estate Planner (AEP®)
- Northern Virginia Magazine – Top Financial Professional, 2024, 2023, 2022, 2021, 2020 and 2019
- Washingtonian Magazine - Washington, D.C.’s Top Financial Advisor, 2023
