AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
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AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
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Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff’s podcast, The Long-Term Investor!
In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategies.
For the video recording, check out the Long Term Investor podcast on YouTube.
Key Moments:
00:37 - Year-End Tax Planning for Equity Comp
03:54 - Long-Term Equity Strategy & Diversification
09:24 - Exercising Private Company Stock Options
14:10 - Managing Equity Compensation Risk
22:27 - Advanced Tactics for Mixed Equity Packages
25:38 - Strategies to Minimize Taxes on Gains
32:49 - Automated Selling with 10b5-1 Plans
34:56 - Final Tips & Takeaways