---
title: Financial Insights | Pre-IPO & Tax Planning | Werba Rubin Papier (4)
description: Browse our free resources for ongoing information about financial planning strategies, stock options, and more. (4)
---

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[Stock Options](https://insights.wrpwealth.com/tag/stock-options)

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##### [Year-End Planning: Key Items For Your Stock Comp Checklist](https://insights.wrpwealth.com/year-end-planning-key-items-for-your-stock-comp-checklist)

When you acquire stock options from your pre-IPO employer, your liquidity is severely limited. The most common ways executives and employees are able to sell their private company shares is through IPO, SPAC acquisition, or direct listing on a public exchange. However, ...

January 30, 2023

[Read more](https://insights.wrpwealth.com/year-end-planning-key-items-for-your-stock-comp-checklist)

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