Denver, Colorado (CO)
Mountain-West tech and energy hub with strong outdoor-industry and aerospace presence
Planning topics covered for Denver residents
Divorce Planning in Denver
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Denver
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Denver
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Denver
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Denver
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Denver
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Denver
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 Denver
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
Denver economy
Tech (Boulder/Denver corridor), aerospace (Lockheed/Ball/Northrop), oil & gas, outdoor industry, telecom.
Notable areas
Cherry Creek · Wash Park · LoDo · RiNo · Highlands · Stapleton/Central Park · Cherry Hills Village · Greenwood Village · Boulder · Lone Tree · Castle Rock · Golden