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Navigating Your Epic Equity: From Vesting to Exit Planning
How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?
In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.
Check out our new Epic Stock Financial Planning Guide
www.walknercondon.com/epic
🔎 Topics include:
Epic stock structure and evolution
Understanding 83(b) elections
Managing stock loans and risk
Using direct indexing and donor-advised funds
Planning for vesting, exit, and retirement
This content is for informational purposes only and not intended as tax or investment advice.
⏱️ Timestamps:
00:00 – Intro: What makes Epic stock unique
01:00 – Alicia’s background at Epic and initial exposure to equity
02:15 – How Epic’s stock plan has changed over time
04:30 – Why it's important to understand what you own
06:00 – Vesting, taxation, and the W-2 surprise
07:45 – 83(b) election explained: benefits and risks
10:30 – Exit planning: start early to expand your options
12:45 – When Epic stock becomes "real money"
14:10 – Investment strategy: what to consider before leaving
15:40 – Direct indexing for tax efficiency
17:00 – Donor-Advised Funds: grouping charitable giving
19:00 – Planning around fluctuating income and loan terms
21:15 – Why family and spouse income must be considered
23:00 – The role of personal goals in equity planning
24:30 – How to prepare for a financial planning meeting
Read our blog post on Donor-Advised Funds: https://walknercondon.com/blog/what-is-a-donor-advised-fund/
Read our blog post on Direct Indexing: https://walknercondon.com/blog/introduction-to-direct-indexing/
#EpicStock #EquityCompensation #83BElection #TaxPlanning2025 #DirectIndexing #DonorAdvisedFunds #GimmeSomeTruthPodcast #ExitPlanning #EmployeeStockPlans #EpicSystems
For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/
Visit our website for more financial planning resources and educational information: https://www.walknercondon.com
————————————————
ADD US ON:
LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc
Facebook: https://facebook.com/walknercondon
View all episodes
By Walkner Condon Financial Advisors for U.S. ExpatsHow does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?
In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.
Check out our new Epic Stock Financial Planning Guide
www.walknercondon.com/epic
🔎 Topics include:
Epic stock structure and evolution
Understanding 83(b) elections
Managing stock loans and risk
Using direct indexing and donor-advised funds
Planning for vesting, exit, and retirement
This content is for informational purposes only and not intended as tax or investment advice.
⏱️ Timestamps:
00:00 – Intro: What makes Epic stock unique
01:00 – Alicia’s background at Epic and initial exposure to equity
02:15 – How Epic’s stock plan has changed over time
04:30 – Why it's important to understand what you own
06:00 – Vesting, taxation, and the W-2 surprise
07:45 – 83(b) election explained: benefits and risks
10:30 – Exit planning: start early to expand your options
12:45 – When Epic stock becomes "real money"
14:10 – Investment strategy: what to consider before leaving
15:40 – Direct indexing for tax efficiency
17:00 – Donor-Advised Funds: grouping charitable giving
19:00 – Planning around fluctuating income and loan terms
21:15 – Why family and spouse income must be considered
23:00 – The role of personal goals in equity planning
24:30 – How to prepare for a financial planning meeting
Read our blog post on Donor-Advised Funds: https://walknercondon.com/blog/what-is-a-donor-advised-fund/
Read our blog post on Direct Indexing: https://walknercondon.com/blog/introduction-to-direct-indexing/
#EpicStock #EquityCompensation #83BElection #TaxPlanning2025 #DirectIndexing #DonorAdvisedFunds #GimmeSomeTruthPodcast #ExitPlanning #EmployeeStockPlans #EpicSystems
For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/
Visit our website for more financial planning resources and educational information: https://www.walknercondon.com
————————————————
ADD US ON:
LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc
Facebook: https://facebook.com/walknercondon