David Stiefel

Retired Advisor to Closely Held Businesses and their Affluent Owners

Role
Partner Emeritus at Baker Tilly US
Location
Seattle, WA, US
LinkedIn followers
500 followers

About David Stiefel

Retired after 46 years in public accounting. Tax and business advisor to executives, affluent families and their businesses. Focused on business succession and family dynamics as well as strategic tax planning.

Experience

  1. Partner Emeritus

    Baker Tilly US

    Jun 2022 — Present · Seattle, WA, US

    I provide privately owned companies and their affluent owners with an integrated set of services for achieving business and personal financial goals. My work combines accounting and tax services with wealth planning and family and business consulting. I also provide tax and general business consulting in connection with mergers and acquisitions. I also have significant experience working with high net worth individuals and their families, family offices, estates and trusts providing tax and general business advice.

Education

  • University of Washington

    MBA, Finance

    1978

  • Claremont McKenna College

    B.A., Economics and Accounting

    1973 — 1977

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David Stiefel — Partner Emeritus at Baker Tilly US in Seattle, WA, US | Unifers