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wrp-83b-elections
Guides
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Pre-IPO

What You Should Know About 83(b) Elections

Section 83(b) of the Internal Revenue Code (IRC) gives employees and other early investors the option of being taxed on company shares before they vest. If you receive certain types of equity ...

wrp-financial-planning-ebookpng
Guides
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Financial Planning

9 Crucial Financial Planning Steps to Take When Anticipating an IPO

If your company is preparing for an IPO, what you do now can have an enormous impact on your future.

wrp-road-to-ipo-infographic
Infographics
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Pre-IPO

Timeline of an IPO

The road to your company's IPO can be long and complex. Along the way, you will have to make several decisions that can dramatically affect your financial health. WRP’s IPO experts can guide you ...

wrp-investment-management
Infographics
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Investing

Investment Management Infographic Download

When WRP’s experts formulate a personalized strategic investment portfolio, they consider both your goals and risk tolerance, while working on a fee-only basis to ensure your interests are always at ...

wrp-stock-options-planning
Infographics
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Stock Options

Stock Options Planning Infographic Download

If you have the opportunity to receive company-issued stock options, proper planning during the pre-IPO process is crucial. Fill out the form to download the infographic and learn what you should be ...

wrp-pre-ipo-tax-planning
Infographics
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Pre-IPO

Pre-IPO Tax Planning Infographic Download

WRP provides complete wealth management with their investment and financial planning combined with tax services. There are possibilities for tax consequences on your investments when your an ...

wrp-pre-ipo-financial-planning
Infographics
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Pre-IPO

Pre-IPO Financial Planning Infographic Download

It's extremely important to understand what you're working towards during all stages of wealth management. Download the infographic to learn how WRP can help you clarify your financial goals and get ...

wrp-it-security-case-study
Case Studies
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Stock Options

Plummeting Stock Value Crisis Averted with Stop-Loss Strategy

A former employee of a $2.3 billion IT security firm had exercised 25,000 incentive stock option (ISO) shares at a strike price of $1.65 per share before the close of her post-termination window. She ...

wrp-non-ipo-financial-planning
Infographics
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Financial Planning

Financial Planning Infographic Download

It's extremely important to understand what you're working towards during all stages of wealth management. Download the infographic to learn how WRP can help you clarify your financial goals and get ...

wrp-non-ipo-tax-planning
Infographics
 | 
Taxes

Tax Planning Infographic Download

WRP provides complete wealth management with their investment management and financial planning combined with tax services. Download the infographic to learn how WRP can help you through tax planning.

wrp-post-ipo-ebook
Guides
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Post-IPO

Everything You Need to Know About Post-IPO and SPAC Personal Financial Planning

After a long and arduous journey, your company has finally made it to IPO or SPAC merger. After taking a moment to celebrate, it’s time to turn your attention to the next phase of financial planning. ...

wrp-pharmaceutical-case-study
Case Studies
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Taxes

Pharma Employee Needs Tax-Efficient Strategy to Diversify

An employee at a $5.6 billion pharmaceutical company was holding a large position in company shares and a mix of ISO and non-qualified stock options. They wanted to diversify their portfolio but were ...

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