Scott is a director in Baker Tilly’s private wealth practice. Scott has more than 30 years of experience working with high-net-worth individuals, business owners, executives, and their families. He works across Baker Tilly’s varied service offerings combining his tax, accounting, law and investment background to develop customized, creative solutions for every client.

California State Bar Association, attorney

Certified Financial Planner Board of Standards, CFP®

California Department of Insurance Life-only, Accident and Health Insurance, Variable Contracts Agent, Long-term Care Insurance in California (License No.: 0C67987)

Provides trust, gift and estate services including:
• Planning: Trust and estate planning, wealth transfer economic and tax analysis and post-mortem planning
• Tax compliance: Preparation of estate tax returns (IRS Form 706), gift tax returns (IRS Form 709) and fiduciary income tax returns (IRS Form 1041)

Provides services to individuals including:
• Planning: Income tax, financial, retirement, education, charitable, long-term care, asset protection, risk management and business succession planning
• Investments: Assists in determining financial goals and objectives building investment portfolios to produce risk-adjusted returns through market cycles to meet those goals and objectives
• Tax compliance: Preparation of individual tax returns (IRS Form 1040)

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