Wealth Planning Resources
Academic Rigor
As advisors, we lean in, educate, and enlighten with an aim to become the family’s most trusted advisors.
Tax Planning
This webcast recording gives an overview of the new Washington State Capital Gains tax which was recently upheld by the Washington State Supreme Court and its implications for taxpayers. Speaker Biographies: Pat Riley, CPA Pat is a tax partner in the Seattle office and has over 30 years of public accounting experience. He focuses on tax planning and compliance services for high-net-worth individuals and their families. His clients have included individuals building their wealth, as well as families with established wealth. Pat has extensive experience helping clients with multinational issues, including the U.S. impacts of being a grantor or beneficiary of a non-U.S. trust, and estate planning where one or both individuals are not U.S. citizens. Prior to joining BDO, Pat was a partner and a Pacific Northwest practice leader for a Big Four firm.
Social Security Planning
​When clients choose Avantia, they generally come for three main reasons: time, clarity, and security. This video will help the viewer understand how and why to audit their work history with the Social Security Administration. This is potentially worth hundreds of thousands of dollars and is often overlooked.