How to Pay Less Taxes (Legally)

<p><span style="font-weight: 400;">As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies.</span></p> <p> </p> <p><span style="font-weight: 400;">In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning.</span></p> <p> </p> <p><strong>During the show we discuss:</strong></p> <p><span style="font-weight: 400;">● Why pay more taxes than we should and how to pay less</span></p> <p><span style="font-weight: 400;">● Some Income tax nuances for stock options</span></p> <p><span style="font-weight: 400;">● What triggers you to pay more taxes than you should</span></p> <p><span style="font-weight: 400;">● The worst of the tax mistakes</span></p> <p><span style="font-weight: 400;">● The worst investment decision</span></p> <p><span style="font-weight: 400;">● The best investment decision</span></p> <p><span style="font-weight: 400;">● Stock options tax secret you wish people knew about</span></p> <p><span style="font-weight: 400;">● Investments for people who don’t have an advisor</span></p> <p><span style="font-weight: 400;">● When should someone at a pre-IPO company contact an advisor</span></p> <p><span style="font-weight: 400;">● What You Should Know About the IPO Lockup Period</span></p> <p><span style="font-weight: 400;">● How to plan for an IPO</span></p> <p><span style="font-weight: 400;">● The Crucial Financial Planning Steps to Take When Anticipating an IPO</span></p> <p><span style="font-weight: 400;">● The pitfalls to avoid</span></p> <p><span style="font-weight: 400;">● The non-starters for IPOs</span></p> <p><span style="font-weight: 400;">