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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. As a member of our wealth management tax group, I serve high-net-worth individuals and families, trusts and estates, and entrepreneurial and family-owned businesses. My specialties include income tax planning and compliance for trusts and individuals, multi-generational tax planning, trust and estate tax planning, and collaborating with clients’ advisory teams to manage tax cash flow and preserve wealth.

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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
CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read