May 2, 2025
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