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May 3, 2022  |  By Karen Rands In Podcasts
How to Keep the IRS out of your IPO ROI Pocket with Aaron Rubin
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  • How to Keep the IRS out of your IPO ROI Pocket with Aaron Rubin
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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'. 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

Karen Rands, is the leader of the Compassionate Capitalist Movement and author of the best selling financial investment primer: Inside Secrets to Angel Investing.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Visit http://Kugarand.com to learn how to hire her firm to identify the red flags of deal before you invest or try to raise capital.

watch: https://youtu.be/1jmEaVhwAEw

ipo pre ipo tax avoidance tax management wealth management

1 Comment

  1. Yvette May 10, 2022
    Reply←

    Thank you Karen for always finding the golden nuggets of information that can help so much in creating and retaining the wealth with angel investing. I had no idea about some of these tips RE preparing for IPO and tax implications.

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Podcast Reviews

  • Great show!
    April 14, 2021 by maxmillsaps from United States

    The host is great. Definitely knows what she's doing. Invites the right guests and asks the right questions. I love this show!

  • Excellent Show!
    April 14, 2021 by LK_Jensen from United States

    Great host, great insights and great topics. I cannot recommend this show enough!

  • Great!
    April 13, 2021 by tommye w-c from United States

    Incredible content. Karen is a passionate host and is very knowledgeable.

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    April 13, 2021 by Joshill:) from United States

    Thanks for this practical show, what a great production for investors! Love the host and guests :)

  • A must-listen
    February 11, 2021 by Mark Colgan from United States

    The perspectives Karen and her guests offer on this podcast are incredible. I highly recommend this show. Thanks Karen!

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