Seattle, Washington (WA)
Pacific Northwest tech hub anchored by Amazon, Microsoft, and a no-state-income-tax structure that magnifies equity comp
Planning topics covered for Seattle residents
Divorce Planning in Seattle
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Seattle
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Seattle
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Seattle
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Seattle
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Seattle
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Seattle
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 Seattle
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
Seattle economy
Tech (Amazon, Microsoft), aerospace (Boeing), biotech (Fred Hutch), retail (Starbucks, Nordstrom).
Notable areas
Capitol Hill · Queen Anne · Magnolia · Madison Park · Laurelhurst · Mercer Island · Bellevue · Kirkland · Redmond · Sammamish · Medina · Clyde Hill