Moss Adams - Toby Johnston

Industry Expertise

Private Clients

Practice Focus

Estate Tax Planning Family Office Services Individual Income Tax Stock Option Planning Succession Planning

Biography

Toby has been providing tax and financial planning solutions to his clients since 2001. Primarily serving closely held businesses, executives, and wealthy families, he helps them reduce their tax burden and retain more wealth. He advises clients on real estate ownership, stock option compensation, and investment partnerships.

Toby also focuses on the tax aspects of estate planning, including gift and generation-skipping taxes, children's trusts, life insurance trusts, and charitable giving. He’s also a Certified Financial Planner, seamlessly integrating business owners’ professional and personal finances. Toby has been quoted in numerous publications, including TheStreet.com, BussinessInsider.com, and SmartMoney.com, where he frequently contributes professional advice.

Professional Affiliations

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

Education

BS, accounting, Brigham Young University
MS, accounting, Brigham Young University

Insights from Toby Johnston

Tax Deadline Extensions Create Cash Management Opportunity for Californians

Tax payment deadline extensions have expanded the opportunities for Californians to be more proactive about cash management.

Four Examples of How a Financial Advisor Could Add Value to Your Portfolio

A financial advisor can add value with guidance in charitable giving, taxes, and stock and options planning.

How to Increase the Value of Your Charitable Giving Strategies

A donor-advised fund could boost the impact of your charitable donations—and help your investment portfolio.

How to Mitigate Your Tax Burden with Stock Option Strategies

Your tax planning strategy for incentive stock options can have an impact on your portfolio. A financial planner can help.

QSBS Tax Strategies, Factors to Consider to Help Boost Your Portfolio

A financial advisor can help boost your portfolio with a trajectory for your qualified small business stock (QSBS).

Tax Planning Strategies for Your Estate to Help Boost Your Portfolio

When and where you realize capital gains can have a major impact on your estate and portfolio.

Tax Reform: House Committee on Ways & Means Tax Proposals for Individuals

Proactively prepare for potential changes to tax law based on initial proposals. Key areas include capital gains and more.

Sourcing Matters: When Stock Options and State Residency Collide

Understand how to evaluate the potential benefits of moving before exercising deferred compensation.

How Executives, Founders Can Prepare Their Finances for IPOs and SPAC Mergers

Before pursuing an IPO or SPAC acquisition, strategic planning can help you protect your personal financial interests.

How the QSBS Tax Exemption Can Lead to Additional Benefits

Explore how to qualify for qualified small business stock (QSBS) tax exemptions, savings opportunities, and more.

Top 10 Actions Executives Can Take to Protect Their Personal Finances in the Wake of COVID-19

Check out the top 10 actions executives can take to protect their personal finances during a major market disruption.

How to Reduce the Tax Impact of Your Stock Options or Restricted Stock Units

With companies turning to stock options to compensate their employees and personal tax rates on the rise, understanding how they’re taxed is critical.

Q4 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies

2015 Q4 - Get ahead of current tax updates with this review of five issues affecting technology, clean technology, life sciences, and communications and media companies.