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Toby Johnston
Partner In-Charge, Silicon Valley Office at Moss Adams LLP
Toby Johnston is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) who was previously a Partner In-Charge of the Silicon Valley Office at Moss Adams, a large accounting and consulting firm.1 Some key points about Toby Johnston:
Professional Background
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He specialized in providing tax and financial planning solutions for executives, founders, and entrepreneurs, with a focus on areas like stock option planning and estate planning.1
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Johnston had been with Moss Adams for over 6 years, leading their Silicon Valley office.5
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He has expertise in complex tax topics like qualified small business stock (QSBS) benefits and how state residency affects deferred compensation.23
Current Role
As of July 2024, Toby Johnston announced he was leaving Moss Adams to launch his own firm called Equity For The Win (EquityFTW).5 This suggests he is no longer with Moss Adams and has started his own venture.
Expertise and Contributions
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He has authored several detailed articles on topics like stock options, restricted stock units (RSUs), and tax planning strategies for executives.123
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Johnston is known for providing advice on complex tax situations, especially related to equity compensation and business transitions.
Education and Credentials
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He holds both CPA and CFP designations, indicating expertise in accounting, tax, and financial planning.1
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Johnston attended Brigham Young University.4
Online Presence
His LinkedIn username is tobyjohnstoncpacfp, as mentioned in the query.4 He maintains a professional presence online through platforms like LinkedIn and has contributed to various professional publications and blogs in his field.
