Photo of Jode Beauvais
Jode Beauvais
Principal
CPA
jode.beauvais@mossadams.com
(253) 284-5229
My Profile

Industry Expertise

Private Clients

Practice Focus

Estate Tax Planning Personal Tax Succession Planning

Biography

Jode has been in public accounting since 1995. She is responsible for tax planning, consulting, and compliance for a variety of clients, including high net worth individuals, partnerships, corporations, and trusts. She provides tax, financial, and estate planning services to closely held businesses, families, and individuals with the mission of helping them define, measure, and achieve their financial goals. She also assists business owners and other individuals with complex income and estate tax planning needs. Her experience in the estate planning and compliance arena spans her entire career.

Professional Affiliations

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

Education

  • BA, accounting, Western Washington University

Insights from Jode Beauvais

Webcast
2021 Planning Strategies for Construction and Real Estate
Join us for a session covering observations and tactical planning strategies that construction, real estate, architecture, and engineering companies can deploy to help bolster their approach to estate planning, liquidity, cash flow, and IT and cybersecurity.
Webcast
Article
Estate Planning Opportunities: Impacts of the Secure Act and COVID-19
Legislation passed in 2019 and lower company values resulting from the pandemic could help your beneficiaries.
Article
Alert
CARES Act: Implications for Individual Taxpayers
The CARES Act can provide relief through recovery rebates, waived penalties for early retirement distributions, and more.
Alert

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