))
AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
Manage episode 480259575 series 3281815
Content provided by Brooklyn Fi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brooklyn Fi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff’s podcast, The Long-Term Investor!
In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategies.
For the video recording, check out the Long Term Investor podcast on YouTube.
Key Moments:
00:37 - Year-End Tax Planning for Equity Comp 03:54 - Long-Term Equity Strategy & Diversification 09:24 - Exercising Private Company Stock Options 14:10 - Managing Equity Compensation Risk 22:27 - Advanced Tactics for Mixed Equity Packages 25:38 - Strategies to Minimize Taxes on Gains 32:49 - Automated Selling with 10b5-1 Plans 34:56 - Final Tips & Takeaways
146 episodes
Share
