A Conversation on Startup Equity Compensation.

If you’re working at a startup, you’ve likely been granted RSUs, stock options, or founder shares. These can end up being incredibly meaningful if your company goes public. But right now, it probably feels more like a puzzle than a windfall. Join us for a conversation with Clay Gardner (Co-Founder, Titan) and Christopher Nelson (Founder, Wealth Ops) to uncover startup equity and master your compensation.

What we'll cover during the session.

How to minimize taxes (and avoid AMT surprises)

Smart strategies to reduce your tax bill while sidestepping costly Alternative Minimum Tax pitfalls.

When to exercise & when to hold off

A clear framework for timing your stock option exercises to maximize upside and manage risk.

What to do if you’re pre-IPO, post-raise, or stuck in lockup

Key moves to protect and position your equity before, after, and during restricted trading periods.

Watch outs and tactics from years in the trenches

Hard-earned lessons and proven playbooks for navigating complex equity and tax decisions.