Brandon Baker

Brandon Baker

CPA, Partner, Trust, Estate and Gift Tax Practice Leader

2000 Market Street
Suite 500
Philadelphia, PA 19103
p 215.496.9200
f  215.496.9604

Brandon Baker is a partner at Friedman LLP and leader of the firms Estate & Trust practice. He has more than 15 years of experience working with families of multi-generational wealth and guides clients navigating the federal and state income tax challenges that relate to closely held business interests, inherited wealth and transfer tax matters.



Expertise

Brandon spent six years in the private wealth practice of a Big Four accounting firm where he handled individual, partnership, estate, gift and fiduciary tax compliance work and developed training materials for internal education programs. Prior to a career in public accounting he spent years in the multi-family office sector, working with families to design wealth transfer strategies and administering trusts and family limited partnerships.

His expertise includes:

  • Working with owners of pass-through entities to manage federal and multi-state income tax liabilities and cash flow from entities to partners and shareholders
  • Advising families on the formation, operation and dissolution of family limited partnerships
  • Advising clients on multi-generational transfer tax strategies, including sales to grantor trusts, GRATs and intra-family loans
  • Estate, gift tax and fiduciary income tax compliance, including gift tax disclosure issues arising from the transfers of carried interests by private equity principals
Affiliations
  • American Institue of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Acountants
  • Philadelphia Estate Planning Council
  • Certified Financial Planner designation in 2008