---
title: VIP Financial Insights | Expert Wealth & Tax Strategies for High Earners | Post-IPO Tax Strategy
description: Post-IPO Tax Strategy | Explore expert-driven tax strategies, equity compensation tips, and wealth-building insights tailored for high-income professionals. Stay sharp with VIP Financial Insights from Mark Stancato CFP®.
---

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# Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

![Section 351 ETF Exchanges: What the IRS Crackdown Means](https://vipwealthadvisors.com/hubfs/section-351-etf-exchange-concentrated-stock-diversification.jpg)

 October 11, 2026

## [Section 351 ETF Exchanges: What the IRS Crackdown Means](https://vipwealthadvisors.com/insights/section-351-etf-exchanges)

[Section 351 ETF exchanges can still defer capital gains for qualifying diversified portfolios, but new IRS guidance targets prearranged ETF transactions that rapidly swap appreciated securities...](https://vipwealthadvisors.com/insights/section-351-etf-exchanges)

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---

[![Couple and their dog driving a moving truck at sunset, illustrating relocation before an equity compensation liquidity event.](https://vipwealthadvisors.com/hubfs/moving-before-liquidity-event-equity-tax.jpg)](https://vipwealthadvisors.com/insights/moving-before-liquidity-event-equity-tax)

 September 30, 2026

## [Moving Before a Liquidity Event? Equity Taxes May Follow You](https://vipwealthadvisors.com/insights/moving-before-liquidity-event-equity-tax)

[Moving before an IPO, acquisition, tender offer, or other liquidity event may reduce state taxes...](https://vipwealthadvisors.com/insights/moving-before-liquidity-event-equity-tax)

[![Illustration of Anthropic employee equity planning highlighting RSUs, taxes, IPO preparation, and financial decision-making before a liquidity event.](https://vipwealthadvisors.com/hubfs/anthropic-employee-equity-rsus-stock-options-ipo-planning-featured-.png)](https://vipwealthadvisors.com/insights/anthropic-employee-equity-stock-options-rsus-ipo-planning)

 July 27, 2026

## [Anthropic Employee Equity: Stock Options, RSUs & IPO Planning](https://vipwealthadvisors.com/insights/anthropic-employee-equity-stock-options-rsus-ipo-planning)

[Anthropic employees can improve long-term outcomes by understanding their equity grants,...](https://vipwealthadvisors.com/insights/anthropic-employee-equity-stock-options-rsus-ipo-planning)

[![Celebratory illustration titled Pattern IPO](https://vipwealthadvisors.com/hubfs/pattern-ipo.jpg)](https://vipwealthadvisors.com/insights/pattern-ipo)

 September 23, 2025

## [Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO)](https://vipwealthadvisors.com/insights/pattern-ipo)

[Pattern Group (NASDAQ: PTRN) is now a public company. On September 19, 2025, Pattern made...](https://vipwealthadvisors.com/insights/pattern-ipo)

[![Minimal fintech-style illustration of StubHub IPO equity compensation with icons for RSUs, stock options, taxes, and diversification strategies.](https://vipwealthadvisors.com/hubfs/stubhub-ipo-rsu-stock-options-tax-guide.jpg)](https://vipwealthadvisors.com/insights/stubhub-ipo-rsu-stock-options-tax-guide)

 September 19, 2025

## [StubHub IPO Guide: What Employees Must Know About RSUs, Stock Options, and Taxes](https://vipwealthadvisors.com/insights/stubhub-ipo-rsu-stock-options-tax-guide)

[The StubHub IPO has officially arrived, marking a significant milestone for the online...](https://vipwealthadvisors.com/insights/stubhub-ipo-rsu-stock-options-tax-guide)

[![Illustration of CoreWeave IPO stock chart, RSU tax forms, and a checklist for equity compensation planning. Color scheme matches the logo - modern, positive, celebratory vibe.](https://vipwealthadvisors.com/hubfs/coreweave-ipo-equity-guide.jpg)](https://vipwealthadvisors.com/insights/coreweave-ipo-equity-guide)

 August 2, 2025

## [CoreWeave IPO: Your Equity, Taxes, and What to Do Next](https://vipwealthadvisors.com/insights/coreweave-ipo-equity-guide)

[CoreWeave, the AI-hyperscaler, went public on March 28, 2025, pricing its IPO at $40 per share...](https://vipwealthadvisors.com/insights/coreweave-ipo-equity-guide)

[![Illustration of Chime IPO stock chart, RSU tax forms, and a checklist for equity compensation planning](https://vipwealthadvisors.com/hubfs/chime-equity-compensation-ipo-tax-strategy.jpg)](https://vipwealthadvisors.com/insights/chime-equity-compensation-ipo-tax-strategy)

 July 17, 2025

## [Chime Equity Compensation: What to Do Now That CHYM Is Public](https://vipwealthadvisors.com/insights/chime-equity-compensation-ipo-tax-strategy)

### [🚀 Chime Just Made Its Nasdaq Debut – What That Means for You On June 12, 2025, Chime hit...](https://vipwealthadvisors.com/insights/chime-equity-compensation-ipo-tax-strategy)

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