Washington, District of Columbia (DC)
Federal-government-anchored metro with the highest concentration of federal pension wealth and TSP balances
Planning topics covered for Washington residents
Divorce Planning in Washington
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
Estate Planning in Washington
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
Business Sale in Washington
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
Severance Planning in Washington
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
Retirement Income in Washington
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
Equity Comp in Washington
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
Small Business Tax in Washington
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 Washington
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
Washington economy
Federal government, defense contracting, biotech, consulting, trade associations.
Notable areas
Georgetown · Dupont Circle · Capitol Hill · Cleveland Park · Kalorama · Foxhall · Bethesda MD · Chevy Chase MD · McLean VA · Great Falls VA · Vienna VA · Arlington VA