Heather is a principal with Baker Tilly’s private wealth practice. With more than 15 years of professional tax experience including research, planning and compliance, Heather specializes in serving high-net-worth individuals, closely held businesses and trusts for their planning and compliance needs. Heather advises on gift and trust planning. She also has significant experience working with not-for-profit organizations, including private foundations.
- Oversees the tax planning and compliance for individuals, trusts partnerships, S corporations and private foundations
- Advises on comprehensive gift and trust planning strategies for high-net-worth individuals, effectively minimizing tax liabilities and maximizing wealth preservation
- Routinely consults with clients on various tax compliance issues and tax planning strategies
- Experience preparing applications for tax-exempt status and sales tax exemption
- Licensed CPA in Pennsylvania
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Location
Philadelphia, PA
Education
Bachelor of Science in business administration and accounting
Shippensburg University of Pennsylvania