San Diego, California (CA)
Biotech and defense hub on the Pacific with a strong retiree, military, and life-sciences profile
Planning topics covered for San Diego residents
Divorce Planning in San Diego
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in San Diego
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in San Diego
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in San Diego
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in San Diego
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in San Diego
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in San Diego
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 San Diego
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
San Diego economy
Biotech (Illumina, Pfizer La Jolla), defense (NAVWAR), tourism, semiconductors (Qualcomm).
Notable areas
La Jolla · Del Mar · Rancho Santa Fe · Coronado · Carmel Valley · Solana Beach · Encinitas · Carlsbad · Point Loma · Mission Hills · Bankers Hill