[WSBARP] Off Topic Referral request

[John J. Sullivan]

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)
 
John J. Sullivan

Sent from my iPhone

> On Feb 25, 2021, at 4:06 PM, Margaret Delp <delp at whidbey.net> wrote:
> 
> 
> 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
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>  
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