Techie Personal Finance Bootcamp

Tax Planning: Employer Stock and Charitable Giving


Listen Later

In this episode, you'll learn the answer to the following questions about how your employer stock impacts your taxes, as well as, charitable giving strategies:

  • What Is The Difference Between A Private And Public Company
  • The Most Common Types Of Employer Stock Plans
  • How Your Employer Stock Is Taxed
  • Employer Stock Strategies
  • Is Your Charitable Giving Is Tax Deductible 
  • What Is A Donor Advised Fund
  • Benefits Of Donating Stock

https://www.techbychoice.org/donate

https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/

https://the-collab-lab.codes/

https://www.levelupfinancialplanning.com/a-co-founders-journey-to-starting-the-collab-lab/

https://www.levelupfinancialplanning.com/wp-content/uploads/2023/01/Important-Numbers-2023-1.pdf

https://www.underdogdevs.org/
https://www.levelupfinancialplanning.com/creating-a-non-profit-to-help-underdog-devs/


...more
View all episodesView all episodes
Download on the App Store

Techie Personal Finance BootcampBy Lucas Casarez CFP®

  • 5
  • 5
  • 5
  • 5
  • 5

5

6 ratings


More shows like Techie Personal Finance Bootcamp

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,128 Listeners

ChooseFI by ChooseFI

ChooseFI

5,095 Listeners

The Daily by The New York Times

The Daily

111,115 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,053 Listeners