Ron LaVelle is a principal with Baker Tilly’s private wealth practice. He is a certified public accountant with more than 25 years of experience in finance and accounting.

Ron LaVelle is a principal with Baker Tilly’s private wealth practice.

Bachelor’s degree in accounting and finance

Family office creation, development and management

Complex income tax, estate, gift and financial planning for ultra-high-net-worth individuals and multigenerational families 

Tax planning for closely held corporations and partnerships

Multigenerational, ultra-high-net-worth family dynamics and governance

Internal controls, design and implementation for family offices and private companies

Acquisition, development and disposition of real estate holdings

Luxury asset management, such as aircraft and artwork

American Institute of Certified Public Accountants (AICPA)

California Society of Certified Public Accountants (CalCPA)

Volunteers of America (formerly known as Foster a Dream), former board member

Baker Tilly is honored to be a gold sponsor of the 59th annual Heckerling Institute on Estate Planning. Attendees will have access to numerous sessions hosted by estate planning specialists covering topics on important tax and non-tax planning issues. Some of these topics include: Planning with trusts Litigation Charitable giving and philanthropy International planning And more! If you are attending, make sure to stop by Baker Tilly’s booth (#509) to learn more about our service offerings and for a chance to win a reMarkable tablet. For more information, please visit the Heckerling Institute on Estate Planning website.   The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.

Ron L. LaVelle

Location

Walnut Creek, CA

Education

Expertise

Ron's upcoming events

Conference

Heckerling Institute on Estate Planning