Chicago, Illinois (IL)
Midwestern financial and commerce hub anchored by the futures markets and Fortune 500 headquarters
Planning topics covered for Chicago residents
Divorce Planning in Chicago
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Chicago
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Chicago
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Chicago
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Chicago
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Chicago
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Chicago
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 Chicago
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
Chicago economy
Financial services, futures markets, manufacturing, tech, healthcare. Major insurance and consulting presence.
Notable areas
Lincoln Park · Lakeview · Gold Coast · River North · Streeterville · Wicker Park · Bucktown · Hyde Park · Lincoln Square · Evanston · Wilmette · Winnetka · Highland Park · Naperville