Seth is a principal with Baker Tilly’s private wealth practice. He has more than 15 years of experience working with high-net-worth individuals, business owners and families with multigenerational wealth. Seth works with his clients and their advisors to create practical solutions for their complex needs.
- Works collaboratively with clients and their team to find creative and pragmatic solutions for complicated lives
- Advises clients on the intricacies of qualified, small business stock (QSBS) in anticipation of both a sale and post-sale
- Provides advice on wealth transfer through trusts, investment partnerships and charitable vehicles
- Helps clients manage the tax components of private foundations
- Works with multigenerational families, providing support and guidance to family members with various levels of financial experience
- American Institute of Certified Public Accountants (AICPA)
- Washington Society of Certified Public Accountants (WSCPA)