<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><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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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72" style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Margaret:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>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><o:p> </o:p></p><p class=MsoNormal><a href="https://www.dljslaw.com/david-t-lyons/">David T. Lyons (dljslaw.com)</a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>John J. Sullivan<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Margaret Delp<br><b>Sent:</b> Thursday, February 25, 2021 4:05 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br><b>Subject:</b> [WSBARP] Off Topic Referral request<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><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">www.delp-law.com</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></body></html>