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149. Pre-IPO Stock Options Tax Planning with Aaron Rubin
Join Mike Cavaggioni with Aaron Rubin on the 149th episode of the Average Joe Finances Podcast. Aaron shares his pride in helping tech clients make tax-savvy, financially sound decisions about their stock compensation packages.
In this episode, you’ll learn:
- Secrets to stock option planning
- Stock option horror stories
- Stock option wins
- How can someone invest tax efficiently
- And so much more!
About Aaron Rubin:
Aaron specializes in financial, estate, and tax planning. With an extensive background in financial services, he advises on some of the most pivotal decisions in his clients’ lives. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant, and in 2009, received his CFP® designation.
Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a regional CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.
Find Aaron on:
Website: https://wrpwealth.com
Facebook: https://www.facebook.com/WRPWealth
Twitter: https://twitter.com/wrpwealth
LinkedIn: https://www.linkedin.com/company/wrpwealth
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://themikecav.com
REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbcon
Tools and resources I use: www.averagejoefinances.com/resources
CRM Tool: www.averagejoefinances.com/crm
Pay Off Your Mortgage in 5-7 Years:
www.theshredmethod.com/averagejoefinances
Find a REALTOR® in any state: www.averagejoefinances.com/realtor
Make Real Estate Investing Easier with DealMachine:
www.averagejoefinances.com/dealmachine
Podcast Hosting: www.averagejoefinances.com/buzzsprout
Podcast Editing Services: www.editpods.com
*DISCLAIMER* www.averagejoefinances.com/disclaimer
See our full episode transcripts here: www.averagejoefinancespod.com/episodes
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View all episodes
By Mike CavaggioniJoin Mike Cavaggioni with Aaron Rubin on the 149th episode of the Average Joe Finances Podcast. Aaron shares his pride in helping tech clients make tax-savvy, financially sound decisions about their stock compensation packages.
In this episode, you’ll learn:
- Secrets to stock option planning
- Stock option horror stories
- Stock option wins
- How can someone invest tax efficiently
- And so much more!
About Aaron Rubin:
Aaron specializes in financial, estate, and tax planning. With an extensive background in financial services, he advises on some of the most pivotal decisions in his clients’ lives. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant, and in 2009, received his CFP® designation.
Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a regional CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.
Find Aaron on:
Website: https://wrpwealth.com
Facebook: https://www.facebook.com/WRPWealth
Twitter: https://twitter.com/wrpwealth
LinkedIn: https://www.linkedin.com/company/wrpwealth
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://themikecav.com
REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbcon
Tools and resources I use: www.averagejoefinances.com/resources
CRM Tool: www.averagejoefinances.com/crm
Pay Off Your Mortgage in 5-7 Years:
www.theshredmethod.com/averagejoefinances
Find a REALTOR® in any state: www.averagejoefinances.com/realtor
Make Real Estate Investing Easier with DealMachine:
www.averagejoefinances.com/dealmachine
Podcast Hosting: www.averagejoefinances.com/buzzsprout
Podcast Editing Services: www.editpods.com
*DISCLAIMER* www.averagejoefinances.com/disclaimer
See our full episode transcripts here: www.averagejoefinancespod.com/episodes
Send us a text
Support the show