Avoiding Taxes on Your Startup Shares? Watch This First
Автор: Mark Stancato CFP®, EA, ECA, CRPS®
Загружено: 2025-07-07
Просмотров: 16
Описание:
Trying to sell your IPO shares or startup stock without triggering a massive tax bill? There's a smart, IRS-approved strategy called the Flip CRUT that lets you defer capital gains, generate income, and support causes you care about—all in one move.
I’ve used this exact strategy to help tech professionals exit concentrated stock positions without losing half to taxes.
🔎 Have equity comp questions? Drop them in the comments.
#EquityCompensation #CapitalGains #IPOStock #TaxStrategy #StartupWealth #FlipCRUT #CharitableTrust #FinancialPlanning
Mark Stancato | CFP® | EA | Lead Advisor @ VIP Wealth Advisors
I help high-income professionals, founders, and real estate investors reduce taxes, manage equity compensation, and protect their legacy.
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VIP Wealth Advisors is a registered investment advisor based in Atlanta, Georgia, serving clients nationwide. We specialize in helping high-income tech professionals, founders, and real estate investors reduce taxes, manage equity compensation, and build lasting wealth. Our clients get direct access to a seasoned CFP® and IRS Enrolled Agent—no call centers, no handoffs. With flat, transparent fees and a white-glove approach, we act as your personal CFO for every stage of wealth.
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