Houston, Texas (TX)
Energy capital of the world and largest no-state-income-tax metro in the United States
Planning topics covered for Houston residents
Divorce Planning in Houston
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Houston
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Houston
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Houston
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Houston
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Houston
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Houston
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 Houston
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
Houston economy
Energy (oil & gas), aerospace, healthcare, port logistics, manufacturing.
Notable areas
River Oaks · Memorial · West University · Bellaire · Tanglewood · Heights · Montrose · Rice Military · Energy Corridor · The Woodlands · Sugar Land · Katy · Pearland