If equity is part of your compensation, there’s a good chance you're missing opportunities or making costly mistakes.

In this episode, Karl Strube, CPA, founder of Strube CPA, who specializes in helping high earners and tech professionals navigate the tax minefield of stock options, RSUs, ESPPs, and private equity comp.

You’ll learn:

• What tax forms you must track (and where to find them)
• Why RSUs are often misunderstood and poorly managed
• Strategies to diversify stock holdings without triggering huge taxes
• How to handle private company tender offers the right way
• The emotional and financial weight of equity comp—and how to balance both
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Whether you're at a startup or a public company, this is your roadmap to smarter planning and bigger outcomes.

Featuring: Dan Pascone & Karl Strube🧠 Take control of your stock comp now → ⁠makingsenseofyourmoney.com⁠

#MakingSensePodcast #EquityCompensation #RSUs #ISOs #TaxStrategy #StockOptions #TailoredWealth #KarlStrube #DanPascone