Figma is going public — and if you hold equity or stock options, now’s the time to understand how this milestone could shape your financial future. Join Compound Planning advisors Nicholas Garcia and Tara Shulman for a Compound Conversation about what matters most when a major tech company goes public.
📆 Date: Wednesday, July 30th
🕚 Time: 1pm PT / 4pm ET
What We’ll Cover:
→ Qualified Small Business Stock (QSBS) and trust stacking
→ Tax planning, including the Alternative Minimum Tax (AMT)
→ Equity compensation mechanics like double-trigger acceleration
→ Divestment strategies to manage a highly concentrated position
→ Timeline expectations and what to know about lockout periods
Whether you’re a founder, startup employee, or early-stage investor, we’ll walk through how to make smarter equity decisions before and after an IPO without getting lost in the fine print.
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.