Jeff
Problem: Jeff joined AirBnB just before its IPO and was approaching his RSU cliff, meaning a large portion of stock was about to vest all at once. The IPO pop created a major windfall… and an even bigger tax bill they weren’t ready for.
Solution: We created a tax-optimized financial plan, projected their post-IPO income and tax bracket, and coordinated with their CPA to calculate how much cash to set aside before the RSUs vested.
Outcome: They avoided a surprise tax bill, didn’t have to sell stock at lower prices later, and walked into tax season stress-free, fully prepared for what was coming.
