Pre-IPO and Financial Planning With Aaron Rubin

Episode Notes

“It’s time to bring in an expert if you are leaving your role at a pre-IPO company. Also, when the IPO happens, it can a little tricky, especially if they have some of the more complex kinds of contracts, so you’re going to want to get some help on it.” – Aaron Rubin

The finer details of this episode:

• Learn options to offer clients when it comes to pre-IPO tax issues as it relates to stock options
• How to advise a client and seek specialized help as they navigate the IPO journey
• Understand services that clients might need post IPO, such as wealth management

Episode resources:

• Summit CPA website – www.summitcpa.net
• Email us with questions – [email protected]
• Aaron Rubin – wrpwealth.com