Kate Anderson is a tax principal in Baker Tilly’s private wealth practice. Kate works collaboratively with clients and their advisors to support high-net-worth and ultra-high-net-worth families and their family offices. She provides them with a wide range of services, including strategic tax planning and preparation, family controllership and financial reporting, bill pay, wealth transfer planning, risk management, estate planning, philanthropy, family governance and family education.
- Has extensive expertise in tax and transaction planning for high-net-worth and ultra-high-net-worth individuals and their families
- Provides holistic and integrated family wealth advisory services for multigenerational families. Uses team approach to surround client families with best-of-class professional services
- Performs family meeting facilitation to encourage family member connection and personal involvement and investment
- Assists families through formulating strategic, forward-looking, long-term succession planning
- Specializes in trusts and estates and wealth transfer planning
- American Institute of Certified Public Accountants
- Estate Planning Council of Seattle
- Seattle University Planned Giving Committee
- Washington Society of Certified Public Accountants
Location
Seattle, WA
Education
Bachelor of Science in finance and accounting (Cum Laude)
Golden State University (San Francisco, California)
Certificate in Estate and Trust Planning and Taxation, American University