Photo of Scott Peterson
Scott Peterson
Principal
CPA
scott.peterson@mossadams.com
(408) 558-3274
My Profile

Industry Expertise

Cross Industry

Practice Focus

Business Tax Estate Tax Planning Family Office Personal Tax

Biography

Scott has practiced public accounting since 2009. He focuses on the tax aspects of estate planning, including gift planning and trust taxation, to help his clients achieve their financial goals and manage their tax liabilities efficiently. His clients include individuals, families, and closely held businesses.

Scott works with founders, executives, and entrepreneurs advising on equity compensation, employment agreements, pre and post transaction planning, qualified small business stock, and philanthropic planning.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, accounting, Santa Clara University

Insights from Scott Peterson

Article
Understanding the Tax Implications of Cryptocurrency
Learn various IRS reporting requirements and federal tax implications of buying, selling, or trading cryptocurrency.
Article
Article
How Executives, Founders Can Prepare Their Finances for IPOs
Before pursuing an IPO or SPAC acquisition, strategic planning can help you protect your personal financial interests.
Article
Webcast
Weather COVID-19 Market Volatility
Learn strategies for equity planning, including exercising market options and considering gifting scenarios.
Webcast
Article
Weather COVID-19 Market Volatility: Investments, Finances, and Tax Planning
Learn investment, financial, and tax-planning strategies you can employ now to plan for the future.
Article
Article
Four Key Tax-Planning Strategies for Executives Receiving Stock-Based Compensation
Learn how technology executives who derive a significant amount of their income from stock-based compensation can benefit from proactive tax planning.
Article
Article
Perform Pretransaction Planning and Due Diligence to Help Meet Transition Goals
Learn how pretransition planning could improve sale conditions and help owners and executives achieve their goals.
Article

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