Sylvia is a tax principal with Baker Tilly’s private wealth practice. With more than 15 years of experience providing tax compliance, consulting and reporting services to closely held businesses and public multinationals and their owners. She works in a variety of industries including real estate, technology, manufacturing, energy and healthcare. She assists with specialists related to mergers and acquisition transactions, bankruptcy tax matters and international taxes. 

Prior to joining Baker Tilly, Sylvia had experience in performing services for private to public traded companies and high-net-worth individuals.

Sylvia is a tax principal with Baker Tilly’s private wealth practice.

Provides high-net-worth individual tax preparation and planning services

Provides privately held businesses tax preparation and planning services

American Institute of Certified Public Accountants, member

California Society of Certified Public Accountants, member

Individual Income Tax Planning & Compliance

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.

Sylvia Wu

Location

San Diego, CA

Education

Expertise

Sylvia's upcoming events

Conference

Heckerling Institute on Estate Planning