Joe Wallin is a principal attorney specializing in tax-efficient equity and exit planning for startups, founders, investors, and executives, with deep expertise in QSBS (Section 1202) and Washington’s SB 6346 income tax rules. With a legal career spanning over two decades at leading firms and current leadership at Carney Badley Spellman, he advises on QSBS eligibility, equity compensation, financings, and M&A to preserve upside and minimize tax exposure. An NYU LL.M. in Taxation and a former adjunct professor of income tax, he combines academic rigor with practical deal experience dating back to early venture and public company work. He’s authored a practical guide to angel investing and chairs the Legal Advisory Council for the Angel Capital Association, reflecting his influence in the startup ecosystem. Known for stepping in to “fix” equity and tax issues before financings or exits, he brings a founder-friendly, problem-solving approach that anticipates IRS and state-level traps before they derail liquidity.
10 years of coding experience
7 years of employment as a software developer
B.A., Economics, B.A., Economics at University of Washington
LL.M., Tax, LL.M., Tax at New York University
J.D., Law, J.D., Law at Seattle University School of Law
Stock options, RSUs, taxes — read the latest edition: www.holloway.com/ec
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Joe Wallin - Principal at Angel Capital Association