Techie Personal Finance Bootcamp

Tax Planning: Employer Stock and Charitable Giving

December 20, 2023 Lucas Casarez CFP® Season 5 Episode 10
Tax Planning: Employer Stock and Charitable Giving
Techie Personal Finance Bootcamp
More Info
Techie Personal Finance Bootcamp
Tax Planning: Employer Stock and Charitable Giving
Dec 20, 2023 Season 5 Episode 10
Lucas Casarez CFP®
In this episode, you'll learn the answer to the following questions about how your employer stock impacts your taxes, as well as, charitable giving strategies:

  • What Is The Difference Between A Private And Public Company
  • The Most Common Types Of Employer Stock Plans
  • How Your Employer Stock Is Taxed
  • Employer Stock Strategies
  • Is Your Charitable Giving Is Tax Deductible 
  • What Is A Donor Advised Fund
  • Benefits Of Donating Stock
https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/

https://www.levelupfinancialplanning.com/wp-content/uploads/2023/01/Important-Numbers-2023-1.pdf

https://www.underdogdevs.org/
https://www.levelupfinancialplanning.com/creating-a-non-profit-to-help-underdog-devs/


Show Notes
In this episode, you'll learn the answer to the following questions about how your employer stock impacts your taxes, as well as, charitable giving strategies:

  • What Is The Difference Between A Private And Public Company
  • The Most Common Types Of Employer Stock Plans
  • How Your Employer Stock Is Taxed
  • Employer Stock Strategies
  • Is Your Charitable Giving Is Tax Deductible 
  • What Is A Donor Advised Fund
  • Benefits Of Donating Stock

https://www.techbychoice.org/donate

https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/

https://the-collab-lab.codes/

https://www.levelupfinancialplanning.com/a-co-founders-journey-to-starting-the-collab-lab/

https://www.levelupfinancialplanning.com/wp-content/uploads/2023/01/Important-Numbers-2023-1.pdf

https://www.underdogdevs.org/
https://www.levelupfinancialplanning.com/creating-a-non-profit-to-help-underdog-devs/