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When SpaceX moves toward a public listing, it’s expected to be one of the largest IPOs in recent history.
For employees with equity, it could also represent the most significant financial milestone of your life.
Most people only experience an IPO once, and decisions around when to sell, how much to retain, and how to manage the tax impact can feel overwhelming in the moment.
Join Compound Planning advisors Nicholas Garcia and Jonny Jonson as they walk through what SpaceX employees and equity holders should be thinking about now and as the company approaches going public.
🗓️Date: Tuesday, May 19th
🕚Time: 12pm PT / 3pm ET
What they’ll cover:
• Tax strategies to evaluate before and after the IPO, including ways to potentially reduce your tax burden without needing to liquidate everything
• Approaches to putting your liquidity to work, whether you plan to diversify or maintain a concentrated position in SpaceX
• Reviewing your equity grants and gaining clarity on what you actually hold heading into the IPO
• How lockup periods and trading windows function, and what determines when you can sell
• How a major liquidity event can reshape your overall financial picture, and what to have prepared before that window opens
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.