This session will help you strengthen client relationships and grow your practice by delivering exceptional services that naturally lead to more referrals. Dive deep into the income and tax implications of equity compensation, moving beyond the basics to master strategies for both public and private company employees. Explore how company stages affect the types of equity your clients receive, the trade-offs they face, and the decisions they must make. Gain the knowledge to help clients optimize their equity value while minimizing risks and tax burdens through tailored advice. You’ll also come away with practical ideas to streamline your workflows and better understand the tech ecosystem, enabling you to deliver greater value and efficiency to your clients.
Learning objectives:
1. Develop a deeper understanding of the unique financial needs and objectives of clients in the tech industry to better align your planning strategies with their priorities.
2. Identify critical equity compensation planning opportunities for clients at various stages of their careers within the tech ecosystem, from startups to established companies.
3. Refine and focus your service offerings to improve efficiency, enhance client outcomes, and increase referrals for your practice.
4. Learn strategies to guide clients through tax planning and preparation effectively—even when you’re not the one preparing the returns—while minimizing their stress and ensuring compliance.
Meet Russell Kroeger, CFP
Russell has been a financial planner for over a decade, specializing in serving founders, early employees, and executives in the startup ecosystem. While building a San Francisco-based RIA, he guided clients through work-life transitions, prepared several hundred tax returns, and helped navigate over $800 million in exits at companies like GitHub, Slack, Roblox, Airbnb, Asana, Palantir, Coinbase, and Stripe.
Today, Russell is the Founder and CEO of Trayecto, a platform that equips financial planners with cutting-edge software and education to thrive in the evolving landscape of financial planning. Through Trayecto, Russell has helped more than 100 RIAs implement or enhance their equity compensation offering to better serve the modern worker.