How to Give to Charity with your Equity Awards in a tax-smart way - a podcast by Leonard Golub, CFA

from 2022-03-31T20:04

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If you receive equity awards as part of your compensation, there’s a
strategy you can use year-round that can potentially minimize your taxes
from a high-income year, reduce overconcentration of company stock in your
portfolio, and, best of all, give back to the causes that matter most to
you.