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Schwabe, Williamson & Wyatt

M. John Way

M. John Way

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Schwabe, Williamson & Wyatt
Washington, U.S.A.

tel: 206-407-1569
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Local Time: Wed. 02:43

Profile

John brings a unique perspective to tax and estate planning law.  With a background working as Assistant Public Defender and later as a consultant in the corporate world, John approaches each client’s legal issue with the heart of an advocate and the mind of a businessman.

He advises private business owners throughout the entire business lifecycle from formation, operation and growth, through eventual transition out of the business, whether by sale, reorganization or liquidation. Tackling all phases of wealth preservation and estate planning, he creates customized strategies for the most complex situations.  John also represents clients in their dealings with the IRS and state and local taxing authorities, including the Washington Department of Revenue.  

John is an Adjunct Professor at the University of Washington’s School of Law, teaching in the Masters in Taxation program. He is the current Chair of the Special Needs Trust Committee of the American Bar Association’s Real Property, Trusts and Estates Section, a Past President of the South Puget Sound Estate Planning Council, a Fellow with the American Bar Foundation and a former City Council Member.

Bar Admissions

  • Illinois State Courts
    Oregon State Courts
    Washington State Courts

Education

  • Tulane University Law School, Juris Doctor degree, 1995
  • University of Washington, LL.M., Taxation, 2005
  • Northern Illinois University, Bachelor of Arts degree, General Studies, 1991
Areas of Practice
Professional Career

Significant Accomplishments

  • Worked with successful business owner to establish basic estate planning immediately while creating and implementing a succession plan that is diversifying his estate while providing for the ongoing success of his business.
  • Advised business owner to obtain forensic accounting of records and valuation of company prior to going forward with certain management and financing agreements, successfully avoiding costly long-term involvement with predatory partners.
  • Advised client regarding tax domicile and residency for income tax purposes, authored opinion letter finding substantial authority for establishment of domicile and residency in Washington, avoiding over $1 Million in Oregon income tax.  
  • Helped taxpayers with federal tax liability of over $1.5 Million reach settlement for $54,000.

Articles

  • Schwabe CPA Shoptalk: 8 Takeaways
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Real Estate and Construction Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Transportation, Ports and Maritime Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Healthcare Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Manufacturing, Distribution and Retail Industry?
  • Tax Reform: Summary of Tax Cuts and Jobs Act
  • Business Succession for Real Estate Companies
  • Avoiding Tax and Legal Missteps: 4 Takeaways
  • Retirement plan benefit and employment tax limits for 2017
  • On Target - Tax and Estate Planning Group Winter 2016 Newsletter

Seminar

  • Ties to the Land: Succession Planning for Landowners
  • Constructing Value: Avoiding Tax and Legal Missteps for Contractors

WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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