The Long Game
The Long Game
Thomas Kopelman and Jacob Turner
How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®
40 minutes Posted Dec 8, 2023 at 10:13 am.
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Show notes

In this episode with Mark Cecchini, CFP® we talk about:

- The various types of liquidity events

- How to best plan for them

- Tax planning based on type of equity

- What equity to sell first

- How to best take the emotion out of the decision