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.

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. 

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

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

Seattle University Planned Giving Committee

Washington Society of Certified Public Accountants

Individual Income Tax Planning & Compliance

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