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Equity Comp Bootcamp for Tax Professionals

Become an Equity Comp Black Belt
 
 

Improve your value prop, hit Service-Market-Fit, and scale within the startup niche.

Grow your business within the tech and startup niche by helping them complete tax returns and do proactive tax planning. Become highly referable with a differentiated practice growing with high earners who will pay for quality experience.

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Who is this course for

Small Tax Firms looking to grow their business serving the tech community.
Tax Professionals who want to master the art and science of equity compensation.
Equity Comp Experts who want to expand their mastery.
 
outcomes
 
 

What you'll learn

Master the Fundamentals
Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.

Model Liquidity Events
Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.

Risk-Free Reps
Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.

Human Capital Strategy
Be a better guide for clients during career trade-offs that impact human capital. Understand nuances of the startup world from fundraising and valuation to company building and liquidity.

 

Join the waitlist
equity comp for tax pros+
 
 

There was over $1T in Federal income tax under withholding in 2022 alone… learn more about how to help clients proactively plan as part of your service offering.

Join the waitlist to access our training program and see how you can grow your business by supporting clients in the Tech and Startup Ecosystem

Deep-dive into the nuances and tax complexity that come from building wealth with RSUs, ISOs, NSOs, and more.