Estate Planning for Business Owners

Who We Serve > Services for Business Owners > Estate Planning

Services for You and Your Family
Services for Business Owners
Services for Business
Services for Tribal Governments

Estate Planning

Thanks to the favorable estate and gift tax rates and exemptions introduced by the American Tax Relief Act of 2012, also known as the Fiscal Cliff Deal, you still have an exceptional opportunity to preserve more of your estate wealth and reduce estate taxes

Learn how we can assist with your estate planning needs and work with you to create a plan that meets your personal, family, and business requirements.

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Our Industry Expertise

Open each panel below to read more about our industry expertise and follow the link to get more information about our extended Moss Adams services.

Apparel

For many years, we have worked with business owners and businesses in the apparel industry ranging in size and specialty such as manufacturers, import and distribution companies, and retail operators. Through our goal oriented financial planning approach, our custom made solutions can help you face complex challenges while keeping both your business and personal goals in mind.

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our apparel expertise >

Construction

We realize that as a contractor you must take calculated risks in your business every day to succeed. How do you position your personal assets to align with your business interest and potential real estate holdings to take on the appropriate amount of risk and achieve your financial goals? We have advisors that understand the intricacies of the construction industry and are ready to work with you to find a unique solution that will last.

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Dealer Services

Having a financial plan can increase the effectiveness of running your dealership by helping to build your personal financial resources during your working years and prepare you when it comes time to exit. By giving you control of your financial future, we can help prepare you for the unexpected and help you mitigate the effects of an uncertain economy.

Read more about our services specific to dealerships >

Energy & Utility

Our firm has an understanding of your regulatory environment; environmental, quality, security, and supply mandates; and the continual challenges of managing your people and extensive capital investment. We can work with you to integrate your business objectives with a structured financial plan that can help you mitigate risk and be better prepared.

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Financial Services

Improving performance and operational efficiency is an important aspect of any financial services business. We can help you navigate through the turbulent market and volatile economic conditions to help you overcome these challenges, reduce your exposure to risk and help you reach your business objectives by building a solid financial strategy for your business.

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Food & Agriculture

The marketplace is increasingly competitive. Environmental regulations, along with food quality and safety standards, are complex and evolving. When you don’t have time to think about protecting your assets, turn to those that do. We deliver tailored financial planning and investment management solutions that help you grow your family’s wealth, protect the assets you’ve worked so hard to accumulate, and manage the risk inherent in the market.

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Forest Products

Moss Adams LLP has served the needs of the forest products industry since inception in 1913. Along with dedicated experts, we can help you align the operating and financial issues that affect your business along with strategies to capitalize on new opportunities. Through effective financial planning and asset management, this can lead your business to added growth and financial security.

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Health Care & Hospitals

Balancing a full patient work load with the effort needed to effectively manage one’s wealth can be challenging. This is especially relevant for physician practice groups. Along with Moss Adams LLP, we can work with you to meet your needs whether you need to optimize your current practice or help you achieve your wealth goals through our customized offerings.

Learn more about our long standing health care expertise >

Manufacturing & Distribution

The globalization of the business landscape requires your business to keep on point and be able to react quickly to the ever changing economic marketplace. Our advisors have the global reach to help you navigate and integrate your business and personal goals into results.

Read more about the range of our M&D experience >

Not-for-Profit & Government

Developing an investment policy and implementing it effectively is a complex yet important responsibility for not-for-profit organizations. Your investments must meet expectations for the organization’s performance goals and follow prudent fiduciary standards. We can help you manage financial reporting requirements and design a plan geared toward achieving stable investment returns.

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Real Estate

As a real estate owner, operator or developer, we know you have unique needs that range from long and short term strategic planning to understanding how personal financial planning can affect your cash flow. The seamless interaction with the real estate specialists of Moss Adams LLP allows us to offer comprehensive solutions. Our priority is the same as yours – to build value while keeping long-term personal and business goals in mind.

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Technology & Life Sciences

As an entrepreneur, long-term success and opportunities for growth are always on your radar. Having the right financial plan in place today can help you and your business move forward more strategically as you develop new patents, determine the value of your company, and overcome integration challenges. Along with Moss Adams LLP we can provide customized and seamless services which are aligned with your personal and business goals.

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Telecom

Whether you are managing your current revenue requirements, seeking a more systematic approach to efficiency, or improving overall customer experience, telecom companies have unique challenges to face in today’s changing marketplace. We can help you maximize on your time well spent building your business through a goal oriented approach to outline a business plan that can meet both your personal and business goals.

Learn more about our extended services for your industry >

Tribal Governments

We draw on our extensive experience to advance the financial objectives of your tribe and empower you to take more control over your tribe’s financial future. Through education, training and investment management and consulting, we can help you realize a structure and strategy to help meet your long term goals. We have built trust and a strong reputation based on our experience working with tribal councils and enterprise boards.

Read more about how we meet the needs of tribal governments >

Wineries

Your winery is likely your biggest asset. How can you help ensure that the value of your business will meet your long-term needs as well as those of your family? A personal wealth assessment can help pave the way for you to address inconsistencies between your current goals and existing estate and financial plans. Our firm has the expertise to prepare you for your financial future.

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