Greg O'Brien

Greg O'Brien, a certified tax planner, and John Malone, a tax strategist from Anomaly CPA, share invaluable tax strategies tailored for tech professionals. They highlight common mistakes that lead to overpaying taxes on equity compensation and the advantages of proactive planning. Listeners will learn about gradual selling of stocks, the benefits of donating appreciated stock, and how to harness losses to offset gains. The duo emphasizes the importance of expert guidance in navigating complex tax landscapes for maximized wealth retention.