San Francisco, California (CA)
Global tech epicenter with the highest concentration of equity-compensation wealth per capita in the country
Planning topics covered for San Francisco residents
Divorce Planning in San Francisco
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in San Francisco
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in San Francisco
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in San Francisco
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in San Francisco
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in San Francisco
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 Francisco
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 Francisco
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
San Francisco economy
Tech, venture capital, biotech. Highest median household income of any large US metro.
Notable areas
Pacific Heights · Marina · Russian Hill · Noe Valley · Mission · Bernal Heights · Sea Cliff · Presidio Heights · Cole Valley · Palo Alto · Atherton · Mountain View · Menlo Park