Entrepreneur Founders, Angel Investors, and Venture Capital all want to maximize the ROI Return on Investment, their realized gain, when it looks like there is an actual potential for an IPO with the company. It is hard to predict which startups will navigate the treacherous journey from start to finish of an IPO when the race isn't a sprint, it can have many twists and turns and obstacles to over come, to reach the pinnacle of an IPO and not through acquisition or merger. Many of the ways to avoid taxes on capital gains and even 'phantom earnings' need to be dealt with at the start of the incentive or in the early days of the company starting up, not in the final stretch to an IPO.

Host Karen Rands is joined in this segment by Aaron Rubin, JD, CPA, CFP, partner with Werba Rubin Papier Wealth Management, LLC and author of "Financial Adulting", a guide for young professionals navigate tax, investing and estate planning. Aaron works with pre-IPO executives and early employees at late-state tech companies to help them minimize their tax liability and keep more of their equity compensation. He is known in tech circles from Austin to Silicon Valley as the PreIPO 'Stock Option Whisperer'.

What you will learn:
* Worse, yet easiest IPO tax mistake to avoid
* Alternative Mininum Tax laws changes
* Tax Advantaged investment strategies
* Benefit of "Qualified Small Business Stock"
* Harvesting Tax Loss to Offset Gains
* Pre-Purchase 83B Early Election Option to avoid GIANT Tax Bill on IPO Stock Gain

Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing. She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.

Visit http://Kugarand.com to learn how to hire her firm to identify the red flags of deal before you invest or try to raise capital.

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