In the first session of our Year-End Tax Planning Webcast Series, we’ll delve into personal tax planning and wealth management considerations. 

With the looming sunset of the increased lifetime estate tax exemption and potential changes under the new administration, this is the perfect opportunity to learn effective strategies for tax year 2024 and beyond.

Nathan Wright, CPA, CFP®, Partner, Moss Adams

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.

Prior to joining Moss Adams, Nathan spent 10 years at a Big Four firm.

Charity Fall, CFP®, Managing Director, Moss Adams

Charity has been a trusted advisor to business owners and their families, and to business leaders, since 2003. At Moss Adams, she advises clients on matters related to taxation and the tax implications of estate planning, trust design, business entity formation, and business succession.

Dominic Cellitti, CFP®, Senior Manager, Moss Adams

Dominic has provided financial planning solutions and investment advice to his clients since 2013. Primarily serving closely held businesses, executives, and families, he helps them prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.