New York, New York (NY)
Global financial capital and densest concentration of high-net-worth households in the United States
Planning topics covered for New York residents
Divorce Planning in New York
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in New York
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in New York
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in New York
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in New York
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in New York
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in New York
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 New York
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
New York economy
Finance, media, tech, fashion, real estate. Highest concentration of investment-bank and hedge-fund compensation in the country.
Notable areas
Upper East Side · Upper West Side · Tribeca · SoHo · Chelsea · West Village · Park Slope · Williamsburg · Long Island City · Forest Hills · Riverdale · Brooklyn Heights