Tax Planning

IPO Tax Planning and Preparation for Executives and Employees

WRP, in conjunction with our partner WRP Tax, provides specialized tax planning and preparation for executives and employees of companies in the IPO process.

WRP Offers Tax Expertise

Stock options come with complex tax implications. WRP Tax provides the insight you need to understand how the purchase or sale of your stock will affect your tax obligation and how to minimize the tax impact of your financial choices. We can help you navigate tax issues such as

  • Making timely 83(b) elections
  • Applicability of the alternative minimum tax (AMT)
  • Tax-loss harvesting
  • Charitable giving
  • Transferring wealth

Our Tax Planning Process

WRP adheres to the highest fiduciary standards, ensuring that every piece of advice we give is aimed at delivering the best possible results. By providing complete wealth management, we are able to align your investment strategy with your tax strategy for maximum growth.

Our partner, WRP Tax, offers a wide range of tax services, including income tax preparation, audit representation, and financial statements, for all types of individuals and businesses.

Ready to Learn More?

phone: (408) 549-8533

10 Almaden Blvd., 15th Floor, San Jose, CA 95113

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Schedule your first step today.