Photo of Nathan Wright
Nathan Wright
Principal
CPA, CFP®
nathan.wright@mossadams.com
(408) 558-3222
My Profile

Industry Expertise

Private Clients

Practice Focus

Estate Tax Planning Family Office Personal Tax Succession Planning

Biography

Nathan has practiced public accounting since 2007. He provides individual, trust, gift, and estate tax compliance and consulting services for entrepreneurs, executives, and individuals. Nathan also provides international tax compliance services to US individuals living abroad, foreign nationals living in the United States, and closely held international businesses.

Nathan is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining Moss Adams, he spent 10 years at a Big Four firm.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, Society of Trust and Estate Practitioners
  • Member, Santa Clara County Estate Planning Council

Education

  • BS, accounting, Brigham Young University
  • MAcc, Brigham Young University

Insights from Nathan Wright

Article
Increased Exemption Amounts Offer Estate Planning Opportunities
Learn how inflation adjustments could affect your estate, gift, and generation-skipping transfer (GST) tax in the coming years.
Article
Article
Key Strategies, Benefits, and Limitations When Making Charitable Donations
Charitable giving is part of estate planning and can provide rewarding experiences and significant donor benefits. Learn more.
Article

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