Austin, Texas (TX)
Tech and music capital with explosive growth and a no-state-tax structure that magnifies equity-comp wealth
Planning topics covered for Austin residents
Divorce Planning in Austin
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Austin
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Austin
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Austin
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Austin
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Austin
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Austin
Solo 401(k), SEP IRA, S-corp election, QBI deduction, and entity-structure planning for self-employed professionals and small-business owners.
Real Estate Investor in Austin
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
Austin economy
Tech (Apple, Tesla, Oracle, Dell), music/film, government, semiconductors (Samsung Taylor).
Notable areas
Tarrytown · Westlake · Rollingwood · Barton Hills · Travis Heights · Hyde Park · Allandale · Cedar Park · Round Rock · Bee Cave · Lakeway · Dripping Springs