Scott is a director in Baker Tilly’s private wealth practice. Scott has more than 30 years of experience working with high-net-worth individuals, business owners, executives, and their families. He works across Baker Tilly’s varied service offerings combining his tax, accounting, law and investment background to develop customized, creative solutions for every client.
- Provides trust, gift and estate services including:
• Planning: Trust and estate planning, wealth transfer economic and tax analysis and post-mortem planning
• Tax compliance: Preparation of estate tax returns (IRS Form 706), gift tax returns (IRS Form 709) and fiduciary income tax returns (IRS Form 1041) - Provides services to individuals including:
• Planning: Income tax, financial, retirement, education, charitable, long-term care, asset protection, risk management and business succession planning
• Investments: Assists in determining financial goals and objectives building investment portfolios to produce risk-adjusted returns through market cycles to meet those goals and objectives
• Tax compliance: Preparation of individual tax returns (IRS Form 1040)
- California Board of Accountancy, CPA
- California State Bar Association, attorney
- Certified Financial Planner Board of Standards, CFP®
- FINRA Series 7 and 66
- California Department of Insurance Life-only, Accident and Health Insurance, Variable Contracts Agent, Long-term Care Insurance in California (License No.: 0C67987)
Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC
