Philadelphia, Pennsylvania (PA)
Healthcare, education, and pharmaceutical hub with major financial and biotech presence
Planning topics covered for Philadelphia residents
Divorce Planning in Philadelphia
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Philadelphia
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Philadelphia
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Philadelphia
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Philadelphia
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Philadelphia
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Philadelphia
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 Philadelphia
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
Philadelphia economy
Healthcare, pharmaceuticals (Merck, GSK), education (Penn, Drexel), financial services (Vanguard).
Notable areas
Rittenhouse · Society Hill · Old City · Fishtown · Manayunk · Chestnut Hill · Mount Airy · Bryn Mawr · Wayne · Haverford · Lower Merion · Cherry Hill NJ