Seth is a principal with Baker Tilly’s private wealth practice. He has more than 15 years of experience working with high-net-worth individuals, business owners and families with multigenerational wealth. Seth works with his clients and their advisors to create practical solutions for their complex needs.

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

Bachelor of Arts in business administration/accounting

Works collaboratively with clients and their team to find creative and pragmatic solutions for complicated lives

Advises clients on the intricacies of qualified, small business stock (QSBS) in anticipation of both a sale and post-sale

Provides advice on wealth transfer through trusts, investment partnerships and charitable vehicles

Helps clients manage the tax components of private foundations

Works with multigenerational families, providing support and guidance to family members with various levels of financial experience

American Institute of Certified Public Accountants (AICPA)

Washington Society of Certified Public Accountants (WSCPA)

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