Warren L. Baker

Co-founder / Attorney-at-law

Warren’s practice is focused on assisting clients in analyzing, structuring, and negotiating tax-efficient structures for complex investment and business transactions. Warren is a regular presenter and writer on several of the most cutting-edge tax law topics in the nation.  Warren has been published, featured, and/or quoted in outlets such as The Wall Street JournalForbes, Bloomberg BNATrusts & Estates magazineFinancial Planning magazine, and The Puget Sound Business Journal.

Sample Presentations:
  • IRA Pan(dem)ic?!?, Speaker, ACTEC Employee Benefits Meeting (Virtual – October 7, 2021)
  • 10 Things Tax Attorneys Should Know About Self-Directed IRAs, Speaker, 2019 Annual WSBA Taxation Seminar (Seattle, WA – June 28, 2019)
  • Self-Directed IRAs: The IRS Is Paying Attention, Are You?, Speaker, Washington Society of CPAs – Pacific Tax Institute Conference (Seattle, WA – October 29, 2018)
  • The Care and Feeding of Self-Directed IRAs, Speaker, Estate Planning Council of Portland (Portland, OR – September, 19, 2018)
  • Self-Directed IRAs: A Legal and Tax Quagmire, Speaker, The 37th Annual Tax and Estate Planning Forum (San Diego, CA – October 27, 2017).
  • The Care and Feeding of Self-Directed IRAs, Speaker, Estate Planning Council of Seattle (Seattle, WA – September, 20, 2017)
  • Review of “The Care and Feeding of Large IRAs” article, Guest Speaker, ACTEC Employee Benefits Committee meeting (Seattle, WA – June, 17, 2017)
  • Self-Directed IRAs: Tax and Estate Trapdoors Abound, Dallas Estate Planning Council (Dallas, TX – January 5, 2017)
  • Drafting IRA Trusts, National Business Institute (June 20, 2016).
  • Self-Directed IRA investing: Fortune or Folly?, Bloomberg BNA webinar (June 10, 2015).
  • Self-Directed IRAs and other interesting retirement plan developments, 59th Annual Estate Planning Seminar (Seattle, WA – October 31, 2014).
  • Real Estate within Self-Directed IRAs: Trick or Treat?, CalCPA 2014 Real Estate Conference (San Francisco, CA – October 29, 2014).
  • Self-Directed IRAs: Problems, Problems Everywhere… So Why Should You Care?, 2014 WSBA Real Property, Probate and Trust Midyear Meeting & Conference (June 8, 2014).
  • Nontraditional Retirement Account Investing Using Self-Directed IRAs, Society of Financial Service Professionals “Arizona Institute” (Phoenix, AZ – January 28, 2014).
  • Beneficiary Designations: Blunders and Planning, Washington Planned Giving Counsel (March 2012).
  • Master of Laws in Taxation (LL.M.), University of Washington School of Law
  • Law degree (JD), Seattle University School of Law (cum laude)
  • Undergraduate degree (BS), University of Washington
Professional Involvement:
  • Estate Planning Council of Seattle, Member
  • Washington State Bar Association (Sections: Taxation; Real Property, Probate and Trust)
  • Seattle Children’s Hospital Legacy Advisor
Example Client Feedback:
  • “I was so pleased to discover a skilled tax attorney willing to provide personalized 1:1 service, beginning with a thorough upfront IRA/LLC education session addressing my unique circumstances. But the genuine benefit of working with you has been your responsiveness overall, not only to my initial inquiry but to the inevitable questions that emerge over time. I have no doubt that the speed, accuracy and quality of the guidance I’ve received has far surpassed that available elsewhere. I’m in your debt.”  –James McClurg, Shoreline, WA
  • “Warren is not only professional, but courteous and friendly, speaking to you with respect and understanding. I have the greatest confidence in him and would highly recommend his excellent services to anyone.”  –Bob Bishop, Indian Trail, NC
  • “Warren Baker and his team have been excellent to work with!  I found Warren and his team to be just like his blogs – very clear, informative, timely, and professional.”   –Joe Beno, Austin, TX
  • Additional reviews on Avvo.com.