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Listen "Equity Comp, RSUs, Startup Stock and QSBS Considerations, with CJ Stermetz"
Episode Synopsis
In this episode of "QSBS, Solved", Brady Weller talks with CJ Stermetz, founder of Equity for the Win (EquityFTW), about the world of employee equity compensation, from startup stock options to RSUs at public tech giants. Together they unpack how to evaluate option grants, when it might make sense to exercise, how RSUs are taxed, and why under-withholding can derail a tax plan.They also explore real-world liquidity events, like acquisitions and IPOs, and how founders and early employees can use QSBS to potentially eliminate millions in taxes. Whether you’re starting or joining your first startup, transitioning from Google to a private company, or sitting on a pile of vested shares, this episode will help you see the bigger picture behind your comp package and plan smarter for the upside.Featuring: CJ Stermetz, CFP®, CEP, founder of EquityFTW — an advice-only financial planning firm for tech employees navigating complex compensation.Online at: https://www.equityftw.com/ Contact: [email protected] | www.QSBSrollover.com
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