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: