Bader Martin, P.S.

Kelly herself specializes in multi-generational wealth planning and is well regarded for her work with affluent multi-generational families, family offices and family businesses as it relates to strategic tax and estate planning, retirement planning, tax compliance, succession planning and strategic business consulting

Top industries and services

• Private Wealth At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will
• Family Business The stages of life and business can be unpredictable and disruptive
• Baker Tilly’s family business team offers a range of innovative services to make the journey approachable and successful
• Not-for-Profit We have a deep understanding of the issues not-for-profit organizations face, and the creativity and humanity required to thrive in your world
• Real Estate Innovative solutions for developers, owners, investors and property managers
• Software & Technology Value-added solutions for software and technology companies
• Tax Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
• Assurance Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services
• Client Accounting Services Leveraging best-in-class technology to provide comprehensive outsourced accounting and advisory services
• Ownership Transition & Exit Strategies One of the most significant changes to a business and its stakeholders can be the transfer of ownership
• Baker Tilly can help you prepare for transition now, for tomorrow

THREE GAPS AN OWNER MUST MONITOR

Business owners need to be aware of three important gaps – the profit gap, the value gap and the wealth gap – in order to effectively evaluate the business and plan for a successful exit

OUTSOURCING YOUR ACCOUNTING FUNCTION: MAKING DATA-DRIVEN DECISIONS WHILE SAVING TIME AND MONEY

Outsourcing your accounting function can transform the way you manage financial data by automating standard accounting tasks, providing real-time information on KPIs, offering targeted insight on specific industry trends and granting access to top-level accounting talent when you need it

PROTECT YOUR LEGACY WITH AN ESTATE PLAN

Read our article for insight on how you can protect and preserve your legacy with a proper estate plan

TAKE OUR RAPID READINESS ASSESSMENT

This tool is the first step to understanding the complexities of preparing your company for transition.

INNOVATION CULTURE – JUMPSTARTING NEW IDEAS TO DRIVE ORGANIZATIONAL SUCCESS

Innovation occurs when an organization does something new or different that creates value Creating a culture of innovation is essential for organizations

Life at Baker Tilly

Seattle, WA 1000 Second Ave Suite 3400 Seattle, WA 98104-1022 +1 (206) 621 1900 Office Managing Partner – Kelly Nelson