Marianna Willey is a tax principal with Baker Tilly, specializing in trusts, estates and private wealth clients. She has more than 10 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. Her work emphasizes tax compliance and advisory services for affluent individuals and families. She has experience in individual income tax planning and estate and legacy strategy and planning.
- Develops and implements optimized income and estate tax strategies to help clients accomplish their goals
- Specializes in estate planning, charitable giving planning, wealth preservation and the preparation of estate, trust and gift tax returns
- Works collaboratively with each client and their team of advisers to creatively address specific planning needs
- American Institute of Certified Public Accountants (AICPA)
- Estate Planning Council of Seattle
- Washington Society of Certified Public Accountants
- Washington Women in Tax
Location
Seattle, WA
Education
Master of Science in Taxation
Graduate Certificate in Estate Planning
Golden Gate University
Bachelor of Arts in international studies
Graduate Level Accounting Certificate
University of Washington
