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August 04, 2026

Optimizing Equity Compensation: Stock Options, RSUs & Taxes

For tech professionals working at private companies or newly public companies, an IPO or other liquidity event can create significant financial opportunities—but it can also introduce complex decisions around taxes, equity compensation, investing, and wealth planning.

During the webinar, Jeffrey Levine, Chief Planning Officer at Focus, shared practical strategies to help employees evaluate their stock options, RSUs, and other equity awards, prepare for potential liquidity, and avoid common planning mistakes.

Jeff and the team covered:

  • Key financial decisions to consider before an IPO or liquidity event
  • Tax planning strategies for stock options, RSUs, and concentrated stock positions
  • Approaches to managing concentrated stock after a liquidity event
  • Diversification, portfolio construction, and tax-aware investment strategies
  • Estate planning, charitable giving, and long-term wealth planning
  • Real-world examples based on leading companies

Whether your company is preparing for an IPO, offering secondary liquidity, or recently went public, this session provides actionable insights to help you make informed financial decisions before and after a major wealth-creation event

Category

Tax Strategies

Nothing contained herein may be relied upon as a guarantee. Services are offered through Focus Partners Wealth, LLC (“Focus”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives. Focus has been part of the Focus Financial Partners partnership since 2011. ©2026 Focus Financial Partners, LLC. All rights reserved. RO-26-5643067

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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