Practitioner-grade analysis on QSBS, Washington State taxes, equity compensation, and startup financing.
Written by Joe Wallin, a corporate and tax attorney at Carney Badley Spellman in Seattle with 25+ years of experience. Co-author of Angel Investing: Start to Finish (Holloway).
Start Here: Topic Guides
QSBS & Section 1202
The Complete Guide to QSBS & Section 1202 — the single most comprehensive resource on the internet for Section 1202 analysis. Covers exclusion mechanics, stacking strategies, spousal planning, state-level treatment, and interaction with other Code provisions.
Washington State Taxes
Washington State Taxes for Startups — your hub for everything related to Washington's new 9.9% income tax (ESSB 6346). Residency rules, QSBS interaction, equity comp, pass-through planning, and more.
Latest in this series:
- Washington vs. California: A Tax Comparison for Founders and Investors
- How the 9.9% Tax Applies to Stock Options and RSUs
- Remote Workers: Who Owes What?
- Pass-Through Business Income: S-Corps, LLCs, and Partnerships
Equity Compensation
The Complete Guide to Equity Compensation for Startups — ISOs vs. NSOs, 83(b) elections, RSUs, founder vesting, 409A valuations. Practical treatment aimed at founders and employees.
Startup Financing
Startup Financing — convertible notes, SAFEs, priced rounds, Reg D, accredited investor rules, anti-dilution, and cap tables.
Tools
Work With Joe
Book a free 20-minute call to discuss your situation. Joe advises founders, investors, and high earners on QSBS planning, equity compensation, Washington State tax strategy, and startup formation and financing.
A note before you book: please share only the names of the parties and a brief, non-confidential description of your issue. Confidential details should wait until we’ve completed a conflicts check and signed a written engagement agreement.
Washington State Tax Planning Guide for High Earners — an 84-page practical planning guide ($49.99).