Techie Personal Finance Bootcamp

Tax Planning: Employer Stock and Charitable Giving

Lucas Casarez CFP® Season 5 Episode 10
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/