Individual Tax Planning and Preparation
Take control of your finances and future
You want to preserve your wealth, minimize your tax burden, and ensure your future is financially sound. Moss Adams can help through strategic tax planning that works in concert with the rest of your financial blueprint.
Moss Adams tax planning services include:
- Determining the character and timing of capital gain/loss transactions
- Reviewing the alternative minimum tax
- Creating qualified and nonqualified deferred compensation plans
- Reviewing allowable deductions from passive activities
- Reviewing allowable deductions from activities to which the “at risk” rules may apply
- Reviewing the benefits of the lower tax rates on qualified dividend income
- Reviewing interest expense deductions through “interest tracing” techniques
- Philanthropic planning involving private foundations
- Reviewing foreign tax credits
Once a strategic tax plan is in place, we review it regularly to ensure it is on track and in sync with the rest of your financial picture.
A holistic approach
Related services we offer include:
Wealth Services
Group Contacts
David Green
509-777-0121
Francine Vorhees
916-503-8110
Send us an e-mail
Events
How do you leave a legacy gift to your alumna manor? Our Estate Planning process addresses your charitable giving goals.