Other Tax Strategies

Other Tax Strategies

• Design and Implement a 10b5-1 Selling Plan. 10b5-1 selling plans allow employees to schedule future stock sales based on customized criteria, enabling trades even during blackout periods.

• Consider All Liquidity Event Outcomes When Creating Your Plan. Evaluate the tax implications of startup equity under different liquidity events to optimize your liability and types of gains or losses based on the exit.

Cross-Listed Tax Strategies

In addition to the above tax strategies, a number of other tax strategies may also apply in certain situations. We encourage you to review all of the strategies detailed on the 50+ Tax Strategies page to ensure you have the proverbial "full menu" of tax planning strategies to consider for your situation.