Don't Blow Your IPO!

Sam Boyd, CFP of Confido Advice & Investments, presents actionable strategies designed to help clients build, preserve, and efficiently manage wealth and to address tax considerations for both pre-IPO and post-IPO planning. Topics include: Understanding ISOs, NQSOs, RSUs, and how to potentially accelerate share ownership and maximize tax outcomes. Pre-IPO Alternative Minimum Tax (AMT) Planning. Strategies to help diversify concentrated positions. Leveraging philanthropic structures to address charitable, tax, legacy-planning, and income-planning objectives. How to incorporate real estate and depreciation into your financial plan for potential tax mitigation and diversification.