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The Business Credit and Financing Show

The Business Credit and Financing Show is produced by Credit Suite and hosted by Ty Crandall, business credit expert and best-selling author of Perfect Credit and Business Credit Decoded. Each week we talk about the business growth strategies that matter most to entrepreneurs. Listen in as we discuss the secrets to getting credit cards, loans, and credit lines to start and grow your business, even when you think you can’t get financing at a bank. And enjoy as we talk with seasoned business owners, coaches, influencers, and industry leaders on a variety of business growth strategies from how to market, hire, scale, increase revenue and profit, and the nuts and bolts of running a highly successful business. Listeners leave every 30-60-minute episode with actionable information you can use to start, grow, and fund a highly profitable business.
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Jun 29, 2022

As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies.

 

In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning.

 

During the show we discuss:

● Why pay more taxes than we should and how to pay less

● Some Income tax nuances for stock options

● What triggers you to pay more taxes than you should

● The worst of the tax mistakes

● The worst investment decision

● The best investment decision

● Stock options tax secret you wish people knew about

● Investments for people who don’t have an advisor

● When should someone at a pre-IPO company contact an advisor

● What You Should Know About the IPO Lockup Period

● How to plan for an IPO

● The Crucial Financial Planning Steps to Take When Anticipating an IPO

● The pitfalls to avoid

● The non-starters for IPOs

● How to get credit to buy stock options 

● How not using a financial planner will hurt you



Show resources:

https://www.wrpwealth.com/

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