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| Name | Pre-IPO Stock Options Tax Planning with Aaron Rubin |
| Video Uploader | Video From Average Joe Finances |
| Upload Date | This Video Uploaded At 18-12-2022 10:00:08 |
| Video Discription | Join Mike Cavaggioni with Aaron Rubin on the 149th episode of the Average Joe Finances Podcast. Aaron shares his pride in helping tech clients make tax-savvy, financially sound decisions about their stock compensation packages. In this episode, you’ll learn: Secrets to stock option planning Stock option horror stories Stock option wins How can someone invest tax efficiently And so much more! About Aaron Rubin: Aaron specializes in financial, estate, and tax planning. With an extensive background in financial services, he advises on some of the most pivotal decisions in his clients’ lives. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant, and in 2009, received his CFP® designation. Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a regional CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009. Find Aaron on: *Website: https://wrpwealth.com *Facebook: https://www.facebook.com/WRPWealth/ *Twitter: https://twitter.com/wrpwealth *LinkedIn: https://www.linkedin.com/company/wrpwealth/ Average Joe Finances® All of our social media links and more: https://averagejoefinances.com/links About Mike: https://themikecav.com REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbcon Tools and resources I use: www.averagejoefinances.com/resources CRM Tool: www.averagejoefinances.com/crm Pay Off Your Mortgage in 5-7 Years: www.theshredmethod.com/averagejoefinances Find a REALTOR® in any state: www.averagejoefinances.com/realtor Make Real Estate Investing Easier with DealMachine: www.averagejoefinances.com/dealmachine Podcast Hosting: www.averagejoefinances.com/buzzsprout Podcast Editing Services: www.editpods.com *DISCLAIMER* www.averagejoefinances.com/disclaimer See our full episode transcripts here: www.averagejoefinancespod.com/episodes |
| Category | Education |
| Tags | Education Download MP4 | Education Download MP3 | Education Download MP4 360p | Education Download MP4 480p | Education Download MP4 720p | Education Download MP4 1080p |
