Reducing Taxes by Exercising and Holding Incentive Stock Options

from The Executive Financial Planning Podcast · host Balanced Wealth Group

If you have incentive stock options from your company this is a must listen! Guest Matt Gottshall joins Matt Daugherty to talk about strategies such as exercising and holding your shares to potentially save thousands in taxes.

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This episode is 40 minutes long.

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This episode was published on June 18, 2025.

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