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