Chelsea Baron is a Managing Director in Andersen’s Private Client Services group in the New York office. Chelsea has over eleven years of experience working with high-net-worth individuals and their related businesses, trusts, private foundations, and other entities. She has extensive experience with tax and financial matters impacting wealthy families, including income tax compliance, planning, and consulting.
Chelsea’s service specializations include:
- Individual income tax planning and compliance
- Trust and estate planning
- Multigenerational wealth planning
- Qualified Small Business Stock planning
- Representation before the IRS as well as state and local tax authorities
- Responding to information document requests
Chelsea’s primary focus is advising hedge fund principals, corporate executives, family offices, and founders of entrepreneurial companies.
Firm
Location
New York, NY, United States
Education
- University of Florida, BS (Accounting)
- Baruch University, MS (Taxation)
Affiliations
- American Institute of Certified Public Accountants