Douglas Richardson

Douglas Richardson

CPA, CFP, M.S.T.

Principal

+1 (212) 792 4922

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Doug 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, executives, families with multigenerational wealth and family offices. Doug currently manages the overall tax compliance for a single-family office operating as a virtual family office.

  • Provides a holistic, integrated experience for each individual or family to understand their goals. Develops and implements strategies to help them achieve those goals and minimize current and future tax liabilities
  • Focuses on tax consulting and compliance services for high-net-worth individuals and family offices
  • Specializes in assisting high-net-worth taxpayers in the asset management, real estate and technology industries
  • Provides ongoing communication with clients regarding changes in tax laws and timely planning opportunities
  • Assists with federal and state income tax audits, examinations and appeals processes
  • Has extensive experience in planning and compliance for international tax issues
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of CPAs (NYSSPCA)
  • Autism Speaks NY Executive Leadership Council

Location

New York, NY

Education

Master of Science in taxation

Bachelor of Science in accounting

University at Albany, State University of New York