facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Download Our Guide Today

5 Financial Tools to 

Use When Preparing for an IPO

An initial public offering (or IPO) is the process through which a privately held company issues stock to the public for the first time. An IPO is an important point in a company's life cycle as it provides the business with access to public capital and increases its credibility and exposure. 

If you are a business owner or key employee it can also mean a large financial gain in the form of company stock. This is great news! However, you may be subject to large income and estate taxes if you don't plan ahead. We created this white paper to help you save on taxes via 5 financial tools:

  1. Grantor Retained Annuity Trusts
  2. Intentionally Defective Grantor Trusts
  3. Charitable Remainder Trusts
  4. 10b5-1 Plans
  5. Equity Award Plans