[WSBARP] Off Topic Referral request

[John J. Sullivan, Esq.]

Margaret:

 

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.

 

David T. Lyons (dljslaw.com) <https://www.dljslaw.com/david-t-lyons/> 

 

John J. Sullivan

 

From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Margaret Delp
Sent: Thursday, February 25, 2021 4:05 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>; WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Off Topic Referral request

 

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?

Thank you,

Margaret

 

--

Law Office of Margaret Delp

Mailing Address: PO Box 292, Langley, WA 98260

Physical location: 2815 Howard Rd., Langley, WA, Second Floor

Phone: 360-579-4530

Fax: 360-512-3114

www.delp-law.com <http://www.delp-law.com> 

 

 

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