Joe Wallin

Principal at Angel Capital Association

Greater Seattle Area United States
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Summary

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Rockstar
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Top School
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.
code10 years of coding experience
job7 years of employment as a software developer
bookB.A., Economics, B.A., Economics at University of Washington
bookLL.M., Tax, LL.M., Tax at New York University
bookJ.D., Law, J.D., Law at Seattle University School of Law
bookCascade High School
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Github Skills (2)

stock10
finance10

Github contributions (1)

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jlevy/og-equity-compensation

Dec 2015 - Mar 2016

Stock options, RSUs, taxes — read the latest edition: www.holloway.com/ec
Contributions:29 commits, 8 PRs, 29 pushes in 3 months
stock-optionsoptionsstockfinancetaxes
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Joe Wallin - Principal at Angel Capital Association