--- title: Financial Insights | Pre-IPO & Tax Planning | Werba Rubin Papier | Stock Options (2) description: Stock Options | Browse our free resources for ongoing information about financial planning strategies, stock options, and more. (2) --- [![WRP Wealth Logo](https://www.wrpwealth.com/wp-content/themes/wrpwealth/resources/images/logo.png)](https://www.wrpwealth.com/) - What We Do - [Investment Management](https://www.wrpwealth.com/investment-management/) - [Tax Planning](https://www.wrpwealth.com/tax-planning/) - [Financial Planning](https://www.wrpwealth.com/financial-planning/) - [IPO Stock Options Planning](https://www.wrpwealth.com/ipo/) - [Who We Are](https://www.wrpwealth.com/who-we-are/) - [Our Approach](https://www.wrpwealth.com/our-approach/) - [Resources](https://info.wrpwealth.com/resource-center) - [Insights Blog](https://insights.wrpwealth.com/) - [FAQ](https://www.wrpwealth.com/wrp-faq/) - [Contact](https://www.wrpwealth.com/contact/) - [WRP Tax Services](https://www.wrptax.com/) # Insights [All](https://insights.wrpwealth.com) [Stock Options](https://insights.wrpwealth.com/tag/stock-options) [Financial Planning](https://insights.wrpwealth.com/tag/financial-planning) [Pre-IPO](https://insights.wrpwealth.com/tag/pre-ipo) [Investing](https://insights.wrpwealth.com/tag/investing) [Post-IPO](https://insights.wrpwealth.com/tag/post-ipo) [Taxes](https://insights.wrpwealth.com/tag/taxes) [Charitable Trusts](https://insights.wrpwealth.com/tag/charitable-trusts) ![100-bills](https://insights.wrpwealth.com/hubfs/pexels-john-guccione-wwwadvergroupcom-3531895.webp) - [Stock Options](https://insights.wrpwealth.com/tag/stock-options) ##### [Non-IPO Stock Options Liquidity Opportunities](https://insights.wrpwealth.com/non-ipo-stock-options-liquidity-opportunities) 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, ... March 27, 2023 [Read more](https://insights.wrpwealth.com/non-ipo-stock-options-liquidity-opportunities) ![](https://insights.wrpwealth.com/hubfs/towfiqu-barbhuiya-nApaSgkzaxg-unsplash.jpg) - [Stock Options](https://insights.wrpwealth.com/tag/stock-options) ##### [Preparing for a Liquidity Event? Ask These 4 Key Questions.](https://insights.wrpwealth.com/preparing-for-liquidity-event) As your company’s public offering date approaches, preparation is everything. To take full advantage of this rare financial opportunity, it’s critical to understand exactly what type of options and/or equity you have, the tax implications they carry, and when you’ll be ... March 21, 2023 [Read more](https://insights.wrpwealth.com/preparing-for-liquidity-event) ![](https://insights.wrpwealth.com/hubfs/Untitled%20design.jpg) - [Stock Options](https://insights.wrpwealth.com/tag/stock-options) ##### [Making Donations of Company Stock](https://insights.wrpwealth.com/making-donations-of-company-stock) Many Americans who can comfortably do so include regular charitable giving in their financial planning strategy. If your goals include helping charities that support causes you care about, it’s important to understand that how you give can have just as much impact as ... March 17, 2023 [Read more](https://insights.wrpwealth.com/making-donations-of-company-stock) ![qualified-small-business-stock](https://insights.wrpwealth.com/hubfs/Screen%20Shot%202022-02-01%20at%204.29.48%20PM.png) - [Stock Options](https://insights.wrpwealth.com/tag/stock-options) ##### [What Should I Know About Qualified Small Business Stock (QSBS)?](https://insights.wrpwealth.com/qualified-small-business-stock) Qualified small business stock (QSBS) is a type of investment that gained special tax treatment in 1993 as part of the Revenue Reconciliation Act. The move was intended to incentivize investment in small businesses. Since its introduction, however, Section 1202 of the ... February 16, 2023 [Read more](https://insights.wrpwealth.com/qualified-small-business-stock) ![tax-deadline](https://insights.wrpwealth.com/hubfs/tax%20deadline.webp) - [Stock Options,](https://insights.wrpwealth.com/tag/stock-options) - [Financial Planning](https://insights.wrpwealth.com/tag/financial-planning) ##### [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) [Prev](https://insights.wrpwealth.com/tag/stock-options/page/1) [1](https://insights.wrpwealth.com/tag/stock-options/page/1) [2](https://insights.wrpwealth.com/tag/stock-options/page/2) ###### What We Do - [Tax Planning](https://www.wrpwealth.com/#tax-planing) - [IPO Stock Options Planning](https://www.wrpwealth.com/#stock-options) - [Financial Planning](https://www.wrpwealth.com/#financial-planning) - [Investment Management](https://www.wrpwealth.com/#investment-management) ###### Resources - [Insights Blog](https://insights.wrpwealth.com/) - [FAQ](https://www.wrpwealth.com/wrp-faq/) - [Resource Center](https://info.wrpwealth.com/resource-center/) - [Contact](https://www.wrpwealth.com/contact/) ###### Contact Us [408-217-2000](tel:408-217-2000) 1732 N 1st Street, Suite #200 San Jose, CA 95112 ###### Subscribe to Our Blog Investment advisory services provided by Werba Rubin Papier Wealth Management, LLC ("Werba Rubin Papier"). © 2026 WRP Wealth | [Privacy Policy](https://info.wrpwealth.com/privacy-policy) | [ADV Brochure](https://insights.wrpwealth.com/hubfs/Website%20files/WRP_ADV%20Brochure_2025.pdf) | [Relationship Summary](https://insights.wrpwealth.com/hubfs/Downloadable%20Content%20Pieces/2024-01-22%20WRP%20Form%20CRS.pdf)