Episode 20 - Managing the Tax Implications of Your Employer Stock and Options

In this episode, Malcolm Ethridge is joined by Megan Gorman, founder and managing partner of Chequers Financial, as they discuss the tax implications of managing your employer stock and options. The pair dive into the ways that planning ahead can help mitigate your tax bill, as well as how to find a quality tax professional to help you plan.

Listen in as Malcolm and Megan share their thoughts on seeing the bigger picture when it comes to taxes, how the 10b5-1 trading plan fits into tax planning with employer stock options, and their own preferred ways to receive equity compensation.

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