--- title: Financial Insights | Pre-IPO & Tax Planning | Werba Rubin Papier | Taxes description: Taxes | Browse our free resources for ongoing information about financial planning strategies, stock options, and more. --- [![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) ![taxes-ipo](https://insights.wrpwealth.com/hubfs/kelly-sikkema-SBxdMoOY9zM-unsplash.jpg) - [Pre-IPO,](https://insights.wrpwealth.com/tag/pre-ipo) - [Taxes](https://insights.wrpwealth.com/tag/taxes) ##### [Will I Owe Taxes When My Company Goes Public?](https://insights.wrpwealth.com/owe-taxes-company-goes-public) For employees who own equity in their companies, the approach of IPO day is filled with excitement. Along with the possibility of newfound wealth, however, comes the prospect of a sizeable tax bill. If your company is on the path to public offering, you may be ... September 9, 2025 [Read more](https://insights.wrpwealth.com/owe-taxes-company-goes-public) ![filling-out-tax-forms](https://insights.wrpwealth.com/hubfs/pexels-nataliya-vaitkevich-6863336.png) - [Stock Options,](https://insights.wrpwealth.com/tag/stock-options) - [Investing,](https://insights.wrpwealth.com/tag/investing) - [Financial Planning,](https://insights.wrpwealth.com/tag/financial-planning) - [Pre-IPO,](https://insights.wrpwealth.com/tag/pre-ipo) - [Taxes](https://insights.wrpwealth.com/tag/taxes) ##### [How are Restricted Stock Awards and Restricted Stock Units Taxed?](https://insights.wrpwealth.com/restricted-stock-awards-restricted-stock-units-taxed) Restricted stock awards (RSAs) and restricted stock units (RSUs) are two types of incentive programs that are common in startup companies. While similar, there are some key differences in how these benefits are delivered and taxed. Both require careful tax and ... June 5, 2025 [Read more](https://insights.wrpwealth.com/restricted-stock-awards-restricted-stock-units-taxed) ![city-buildings](https://insights.wrpwealth.com/hubfs/pexels-expect-best-323705.jpg) - [Stock Options,](https://insights.wrpwealth.com/tag/stock-options) - [Taxes,](https://insights.wrpwealth.com/tag/taxes) - [Post-IPO](https://insights.wrpwealth.com/tag/post-ipo) ##### [How to Get Cash from Your Stock Without Selling at IPO](https://insights.wrpwealth.com/how-to-get-cash-from-your-stock-without-selling-at-ipo) When you work for a startup, IPO is an immensely exciting time. Executives and employees who have been receiving equity compensation may be looking forward to IPO day in anticipation of a big payout. Typically, however, company insiders aren’t allowed to sell shares at ... January 15, 2024 [Read more](https://insights.wrpwealth.com/how-to-get-cash-from-your-stock-without-selling-at-ipo) ![christmas-present-donation](https://insights.wrpwealth.com/hubfs/pexels-lichtscheune-media-10398378.jpg) - [Taxes,](https://insights.wrpwealth.com/tag/taxes) - [Charitable Trusts](https://insights.wrpwealth.com/tag/charitable-trusts) ##### [Giving Back, Getting Back: Charitable Donations & Your Tax Return](https://insights.wrpwealth.com/giving-back-getting-back-charitable-donations-and-your-tax-return) Sharing your good fortune with others by donating to charities can generate a host of benefits. Not only can it spark that warm feeling inside of knowing that you’re making a difference; giving has also been shown to have the power to convey important health advantages ... December 11, 2023 [Read more](https://insights.wrpwealth.com/giving-back-getting-back-charitable-donations-and-your-tax-return) ![](https://insights.wrpwealth.com/hubfs/Website%20files/wrp-hero-1.jpg) - [Taxes](https://insights.wrpwealth.com/tag/taxes) ##### [Tax Implications of RSU Double-Trigger Acceleration](https://insights.wrpwealth.com/tax-implications-of-rsu-double-trigger-acceleration) What are RSUs? Restricted stock units (RSUs) are a type of stock that companies often grant to employees as an incentive to remain with the company and contribute to its growth. Unlike stock options, which grant the right to purchase stock at a specified price, RSUs do ... June 6, 2023 [Read more](https://insights.wrpwealth.com/tax-implications-of-rsu-double-trigger-acceleration) ![](https://insights.wrpwealth.com/hubfs/recha-oktaviani-h2aDKwigQeA-unsplash.jpg) - [Taxes](https://insights.wrpwealth.com/tag/taxes) ##### [How Is the Alternative Minimum Tax Calculated?](https://insights.wrpwealth.com/how-is-alternative-minimum-tax-calculated) As a startup employee with options or shares in your company, you may be encountering the alternative minimum tax (AMT) for the first time. Before the AMT, many high-income filers could largely avoid federal income tax liability by taking a variety of deductions and ... May 23, 2023 [Read more](https://insights.wrpwealth.com/how-is-alternative-minimum-tax-calculated) ###### 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)