Episode
305: How to Reduce Taxes on IPO Wealth (Before It’s Too Late)
- Published
- Jul 28, 2026
- Duration seconds
- 435
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Summary
If you’re holding startup equity and expecting a liquidity event, here’s what most people don’t realize: The biggest tax decisions are made before your equity becomes liquid. I walk through the most common tax mistakes I see with IPOs and startup equity — and what high-income professionals can do to create more flexibility and control. You’ll learn: Why IPOs and liquidity events can trigger massive tax billsThe risks of holding concentrated stock too longWhy borrowing against your equity does...