Sign up to save your podcasts
Or
Share AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
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
View all episodes
By Brooklyn FiHear 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