<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><p class="MsoNormal" style="-webkit-text-size-adjust: auto;">Margaret:<o:p></o:p></p><p class="MsoNormal" style="-webkit-text-size-adjust: auto;"><o:p> </o:p></p><p class="MsoNormal" style="-webkit-text-size-adjust: auto;">If the client can work with a firm in downtown Bellevue, my partner would be ideal for this sort of engagement. He is a tax attorney and CPA, and was formerly a CFP and CLU.<o:p></o:p></p><p class="MsoNormal" style="-webkit-text-size-adjust: auto;"><o:p> </o:p></p><p class="MsoNormal" style="-webkit-text-size-adjust: auto;"><a href="https://www.dljslaw.com/david-t-lyons/" style="color: rgb(5, 99, 193);">David T. Lyons (dljslaw.com)</a><o:p></o:p></p><p class="MsoNormal" style="-webkit-text-size-adjust: auto;"><o:p> </o:p></p><p class="MsoNormal" style="-webkit-text-size-adjust: auto;">John J. Sullivan</p><br><div dir="ltr">Sent from my iPhone</div><div dir="ltr"><br><blockquote type="cite">On Feb 25, 2021, at 4:06 PM, Margaret Delp <delp@whidbey.net> wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr"><meta http-equiv="Content-Type" content="text/html; charset=utf-8"><meta name="Generator" content="Microsoft Word 15 (filtered medium)"><style><!--
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--></style><div class="WordSection1"><p class="MsoNormal">I would like to refer a client to an attorney to advise on business entity formation and taxation questions. Client is a certified financial planner and questions involve an S-Corp, sole proprietorship, and possible formation of another entity to acquire a book of business with a partner. Any suggestions or self-referrals?<o:p></o:p></p><p class="MsoNormal">Thank you,<o:p></o:p></p><p class="MsoNormal">Margaret<o:p></o:p></p><p class="MsoNormal"><o:p> </o:p></p><div><p class="MsoNormal"><span style="color:black">--<o:p></o:p></span></p><p class="MsoNormal"><span style="color:black">Law Office of Margaret Delp<o:p></o:p></span></p><p class="MsoNormal"><span style="color:black">Mailing Address: PO Box 292, Langley, WA 98260<o:p></o:p></span></p><p class="MsoNormal"><span style="color:black">Physical location: 2815 Howard Rd., Langley, WA, Second Floor<o:p></o:p></span></p><p class="MsoNormal"><span style="color:black">Phone: 360-579-4530<o:p></o:p></span></p><p class="MsoNormal"><span style="color:black">Fax: 360-512-3114<o:p></o:p></span></p><p class="MsoNormal"><span style="color:black"><a href="http://www.delp-law.com"><span style="color:#0563C1">www.delp-law.com</span></a><o:p></o:p></span></p></div><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal"><o:p> </o:p></p></div>
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