WRP, in conjunction with our partner WRP Tax, provides specialized tax planning and preparation for executives and employees of companies in the IPO process.
WRP Offers Tax Expertise
Stock options come with complex tax implications. WRP Tax provides the insight you need to understand how the purchase or sale of your stock will affect your tax obligation and how to minimize the tax impact of your financial choices. We can help you navigate tax issues such as
- Making timely 83(b) elections
- Applicability of the alternative minimum tax (AMT)
- Tax-loss harvesting
- Charitable giving
- Transferring wealth