How to Plan for Your Business Financial Future, With Aaron Rubin

Filed in Podcasts, Previous Episodes on July 21, 2022

Financial planning is not a one-size-fits-all approach. And planning your business future is even less so.

If you’re a company that’s planning on going public, you want to be sure your ducks are in a row.

Specializing in financial planning for professionals in pre-IPO companies, Aaron Rubin helps his clients save money by guiding them through the complex financial issues that come with receiving company stock options and your company’s IPO.

With a background in law and accounting, Aaron if fully versed in moving your business toward its future.

He joins Adam to discuss:

  • The worst IPO tax mistake
  • Worst investment decisions
  • Best investment decisions
  • The one stock option tax secret people should know about
  • When someone at a pre-IPO company should contact an advisor
  • And much more!

Learn how to keep more of your equity compensation so that you can support the people that you love and care about the most!

About This Guest: ()

As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies. Aaron received his BA in Economics-Accounting-Spanish Literature from Claremont McKenna College, and his Juris Doctorate from the University of Illinois. He formerly worked in Deloitte’s Private Client Advisory Department and spent three years in public accounting working on individuals, trusts, and estates before switching over to wealth management. He became a CPA in 2008, and a CFP® in 2010. In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning. He lives in the San Francisco Bay Area with his wife, three daughters, two goldendoodles, and five chickens.