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 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<br />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.netEmail us with questions – cpa@summitcpa.netAaron Rubin – wrpwealth.com