Lynn Evans
Tax Advisor | Director, Family Office Services
Lynn brings deep experience advising individuals and families of wealth in matters of individual, fiduciary and business income tax; estate and gift tax; and fiduciary administration.
Prior to joining Solidarity Wealth, Lynn was a Senior Trust Advisor at Wells Fargo Private Bank, helping individuals and families with significant wealth identify their goals and objectives, then assisting them in the crafting and implementation of a plan to achieve them. Prior to Wells Fargo, Lynn was a senior tax manager for a large international CPA firm, where he focused on complex individuals, businesses, trusts, and estates.
When not working, Lynn enjoys spending time with his wife and four children, honing home improvement skills, watching music performances and sporting events, and spending time outdoors hiking, camping, or skiing.
Education and Certifications
Juris Doctor, Albany Law School
(emphasis in Business Law and Estate Planning)
Master of Accountancy, University of Utah
(emphasis in tax)
Bachelor of Arts in Accounting, University of Utah
Professional Affiliations
Salt Lake Estate Planning Council
American Bar Association
Insights
How the OBBBA Changed Charitable Deductions — And How to Plan Around It
If you’re in the top tax bracket and regularly give to charity, the One Big Beautiful Bill changed the math on your deductions. There is
What Are Family Dynasty Trusts and Are They Right for You?
Dynasty trusts offer ultra-wealthy families an effective legacy planning tool to avoid estate taxes, protect assets from creditors, and preserve family wealth for generations. But
How to Sidestep the Generation-Skipping Transfer Tax
For ultra-wealthy families, the estate tax may be bad enough, but an extra tax on your grandchildren’s inheritance? Learn more about the Generation-Skipping Transfer Tax
The OBBBA’s Impact on Affluent Families
The OBBBA just rewrote key parts of the tax code. What does it mean for your business, your estate plan, and your next big move?
Inherited IRA Tax Rules Explained
Getting an inheritance, especially an IRA, might feel like a win at first. But, the tax rules attached to it? They can get complicated fast.
Strategies for Navigating a High-Income Year
For entrepreneurs and executives, a high-income year—whether from a capital event like selling a business or a large bonus—brings both opportunities and challenges. Managing the