Retirement Tax Services Podcast cover image

Getting killed on taxes: Equity comp edition with Russell Kroeger

Retirement Tax Services Podcast

00:00

Optimizing Taxes with Equity Compensation

This chapter focuses on tax optimization strategies for individuals receiving equity compensation, highlighting the integration of tax liabilities with financial planning goals. It emphasizes the critical role of financial advisors in understanding equity compensation to navigate tax implications and ensure proactive management of clients' financial health.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app