Equity planning for IPO participants

Fill out the form below to request a consultation from the Baker Tilly tax team.

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Last Name *

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Company *

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Spouse first name

Spouse last name

Spouse email address

Spouse phone number

How do you own your stock? * IndividualTrustPartnershipCorporation

What is your stock value (including IPO proceeds)? *

What is your estimated net worth? * $0-25 million$25-50 million$50-100 million$100-200 million$200 plus million

Have you already filed your 2025 tax return? * YesNo

Do you have other advisors that are helping you through this transaction? CPAWealth advisorEstate planning attorney

What services are you interested in learning more about? Tax consultingTax return preparationEstate planningFamily office servicesCharitable contribution planning

Do you have foreign financial assets? * YesNo

Do you prefer an in-person meeting or web call? * In-personWeb call

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