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David’s company just announced that it will be going public via IPO in the next month. He has a combination of ISOs and RSUs. David has only purchased a small amount of shares and wants to be prepared for when the company goes public. He’s looking for guidance on how to approach purchasing the rest of his ISOs, what the tax implications will be, and if he should sell or keep his stock.
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Mark has worked for the city for 30 years and is now qualified for a full pension benefit. He wants to continue working for another 10 years and is able to do so as an independent contractor for this city making a significantly higher income. He has never owned a business or been self-employed and needs advice.
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