Entrepreneur Founders, Angel Investors, and VCs all want to maximize their Return on Investment, their realized gain, when it looks like there is potential for an IPO with the company. It is hard to predict which startups will navigate the treacherous journey from start to finish of an IPO when the race isn’t a sprint, it can have many twists and turns and obstacles to over come, to reach the pinnacle of an IPO rather than acquisition or merger. Many of the ways to avoid taxes on capital gains and even ‘phantom earnings’ need to be dealt with at the start of the incentive or in the early days of the company starting up, not in the final stretch to an IPO.
Host Karen Rands is joined by Aaron Rubin, JD, CPA, CFP, partner with Werba Rubin Papier Wealth Management, LLC and author of “Financial Adulting”, a guide for young professionals navigate tax, investing and estate planning. Aaron works with pre-IPO executives and early employees at late-state tech companies to help them minimize their tax liability and keep more of their equity compensation. He is known in tech circles from Austin to Silicon Valley as the PreIPO ‘Stock Option Whisperer‘. http://www.wrpwealth.com
What you will learn:
- Worse, yet easiest IPO tax mistake to avoid
- Alternative Mininum Tax laws changes
- Benefit of “Qualified Small Business Stock”
- Pre-Purchase 83B Early Election Option to avoid GIANT Tax Bill on IPO Stock Gain
Watch this episode on Youtube: https://youtu.be/1jmEaVhwAEw
Karen Rands, is the leader of the Compassionate Capitalist Movement and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.
Did you know that the ‘idea of’ and the ‘how to’ create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists.
The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro – Wealth Mastery Immersion Challenge
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