Wealth management Boston

Category: IPO

Key insights for founders and executives on strategic stock option planning and strategies to manage sudden wealth during an IPO. Before your company or former employer goes public, understand the process, planning opportunities, and get a plan in place to diversify company stock. Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation. Articles cover a range of topics about employer stock, such as exercising options, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds.