Techie Personal Finance Bootcamp

Tax Planning: Employer Stock and Charitable Giving

December 20, 2023 Lucas Casarez CFP® Season 5 Episode 10
Techie Personal Finance Bootcamp
Tax Planning: Employer Stock and Charitable Giving
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/