Mike is a tax principal with Baker Tilly’s private wealth practice. With nearly 20 years of experience, Mike has dedicated his career to serving ultra-high-net-worth clients across diverse industries such as real estate, financial services, and technology. His extensive background encompasses a comprehensive understanding and expertise in tax-related matters for privately held companies, individuals and families and trusts. Mike's broad-based experience allows him to provide guidance and strategies tailored to the unique needs of each client.
- Manages delivery of compliance and consulting services for real estate and investment partnerships
- Domestic and international individual, privately held business, and fiduciary income tax compliance and planning
- Foreign tax disclosure and reporting requirements for individuals and entities
- Tax planning for equity transactions including Restricted Stock Units (RSU), Restricted Stock Awards (RSA), Incentive Stock Options (ISO), Qualified Small Business Stock (QSBS) and founder’s shares
- Representation before taxing authorities for tax audits and appeals
- Tax treaty analysis for evaluating multijurisdictional reporting requirements
- Charitable tax planning for individuals, estates and trusts
- California Society of Certified Public Accountant