How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®
Dec 08, 2023•40 min
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Episode description
In this episode with Mark Cecchini, CFP® we talk about:
- The various types of liquidity events
- How to best plan for them
- Tax planning based on type of equity
- What equity to sell first
- How to best take the emotion out of the decision
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