Tax & Business
Brandon Baker is a partner at Marcum and a member of the Firm’s Trust and Estate practice. He has more than 15 years of experience working with families of multi-generational wealth and guides clients in navigating the federal and state income tax challenges that relate to closely held business interests, inherited wealth, and transfer tax matters.
Brandon has handled individual, partnership, estate, gift, and fiduciary tax compliance work and developed training materials for internal education programs. Prior to public accounting, he built his career in the multi-family office sector, working with families to design wealth transfer strategies and administering trusts and family limited partnerships.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Philadelphia Estate Planning Council
- Certified Financial Planner designation in 2008