Kris is a director in Baker Tilly’s private wealth practice. With more than 25 years of experience working with high-net-worth individuals, executives, families with multigenerational wealth and family offices. She works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.
- Provides tax planning and consulting for high-net-worth individuals, including multiple generations of families
- Works with family offices in coordinating planning opportunities and cash flow analysis
- Develops and implements tax strategies to save clients time, money and stress
- Works with family and investment partnerships
- Analyzes stock options and tax impact of exercising strategies
- Works with private foundations in planning and compliance
- American Institute of Certified Public Accountants (AICPA)
- Minnesota Society of Certified Public Accountants (MNCPA)
Location
Minneapolis, MN
Education
Bachelor of Arts in accounting
College of St. Benedict
(St. Joseph, Minnesota)