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The Long Game

How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

Dec 8, 2023
40:19

In this episode with Mark Cecchini, CFP® we talk about:

- The various types of liquidity events

- How to best plan for them

- Tax planning based on type of equity

- What equity to sell first

- How to best take the emotion out of the decision

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