San Jose, California, United States
Tax partner at Baker Tilly US, a leader in assurance, tax, consulting, risk management, transaction, and wealth services. For nearly 30 years, I've worked with venture capital, private equity, and alternative investment clients to navigate complex tax matters. As a Principal in Baker Tilly's investment fund tax practice, I advise clients on fund formation, tax structuring, transactions, and compliance, helping them develop practical tax strategies that support their investment goals and long-term growth. Specialties: Certified Public Accountant (CPA), Tax, Alternative Investment funds, technology companies, tax planning for individuals, partnerships.