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Experience

As the leader of the firm's gift tax practice, I educate clients in the who, what, when, and where of transferring their assets in the most tax-efficient manner. High-net-worth individuals, families, and business owners come to me for help with meeting their estate planning, philanthropic, and business transition goals. I specialize in advanced wealth transfer techniques, estate and gift tax planning and compliance, and business transition planning.

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Specializes In

As a ploy to meet Ryan Gosling, I joined my sister’s band as a dancer/entertainer. I threw confetti and encouraged people in the audience to dance. Our plan worked! After the show, I met Ryan Gosling.

Additional Thoughts

Estate planning checklist: Getting started
Ryan Linenger Wealth Management
Article February 27, 2018 5 min read
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch