Conference
Jerry is a principal in Baker Tilly’s private wealth practice, with more than 15 years of experience in public accounting. He provides comprehensive tax solutions and technical solutions to individuals, executives, business owners, families and family enterprises. His proactive and responsive leadership approach validates his ability to meet and exceed client expectations efficiently and effectively.
- Individual tax planning, compliance and consulting all geared towards tax optimization and transparency
- Estate planning and wealth transfer strategies ensuring the preservation of family assets across multi-generations
- Helps with family office efficiency planning allowing for our clients to continue to remain focused on their passion, while their family office effectively tackles any economic challenge
- Helps to strategize around equity compensation both in relation to timing and potential tax consequences
- Introduces philanthropic strategies via the creation of private foundations, donor advised funds and charitable trusts allowing for a legacy across generations
- Navigates international complexities for both individuals and trusts ensuring compliance and mitigation of tax exposure not only here in the U.S. but across the globe
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
- Boston Estate Planning Council
- Essex County Estate Planning Council, past president
- North Shore Community Mediation Center, past treasurer
- “Year-end tax update,” Essex County Estate Planning Council (multiple years)
- “Section 1244 – Ins and Outs,” Mass Med Angels
- “Individual and trust tax update,” The MFA Companies
- Presentations within multiple organizations to new executives on the intricacies of equity compensation
Location
Boston, MA
Education
Master of Business Administration in accounting
Southern New Hampshire University
Bachelor of Administration in accounting
Mount Washington College
Jerry's latest insights
Jerry's upcoming events