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I wonder if anyone here can offer any good financial advice for people whose company recently went or is about to go IPO in this market? (and who hold a signif

I wonder if anyone here can offer any good financial advice for people whose company recently went or is about to go IPO in this market? (and who hold a significant chunk of vested equity now) Are there tax strategies to consider? Selling / holding strategies? Should one consult a tax advisor for a few sessions to learn about any specific issues to take into account in holding, selling, planning, and taxes? Thanks!

jedberg 6y ago
It depends on your options, but most likely there are no tax loopholes to take advantage of -- in most cases they are taxed like regular income and treated as deferred income for tax purposes. That being said, if their value is over $1MM, a lot of financial advisors will gladly review your stock agreements and give you a free consultation. They do this because they hope you will sign up for their services after you become rich.