Episode Notes“It’s time to bring in an expert if you are leaving your role at a pre-IPO company. Also, when the IPO happens, it can a little tricky, especially if they have some of the more complex kinds of contracts, so you’re going to want to get some help on it.” – Aaron RubinThe finer details of this episode:Learn options to offer clients when it comes to pre-IPO tax issues as it relates to stock optionsHow to advise a client and seek specialized help as they navigate the IPO journeyUnderstand services that clients might need post IPO, such as wealth management Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – [email protected] Rubin – wrpwealth.com  

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