Speakers
Kyle Labelle, CFP®, RICP®
Garrett Climo, CFP®
About this event
August 26th, 2026 at 3:00pm ET
Equity compensation represents a significant portion of many Anthropic employees’ overall wealth. With a potential IPO on the horizon, now is the time to understand how stock options, RSUs, and related planning decisions could affect your financial future. Between ISOs, NSOs, RSUs, and the tax rules that govern each, there’s a lot to sort through, and the decisions you make now can have a sizeable impact on what you keep after taxes.
Join Kyle Labelle, CFP®, RICP® and Garrett Climo, CFP® of Milestone Financial Planning, LLC, for an informative webinar exploring the planning considerations around Anthropic equity compensation, both before and after an IPO.
During this webinar, we’ll discuss:
• The taxation differences between ISOs and NSOs and when it makes sense to exercise each of them
• How the Alternative Minimum Tax (AMT) works and why it can result in a significant, unexpected tax bill
• Double-trigger RSUs – what they are, when they become taxable, and how lock-up periods can create price risk
• Pre-IPO planning strategies, including tender offer participation, cash flow planning for exercise costs, and multi-year tax exposure modeling
• Post-IPO strategies for managing concentration risk through diversification strategies and exchange funds • How state residency can affect the tax treatment of your equity compensation
• Charitable giving strategies, including how to utilize Anthropic’s donation matching program
• Other components of your total compensation package to consider, including 401(k), Mega Backdoor Roth, and HSA contributions
• Navigating a financial windfall
Whether your shares have already vested, you’re weighing an upcoming exercise decision, or you’re simply trying to understand how an IPO could affect your finances, this session will provide an in-depth look at the tax rules, planning strategies, and financial considerations that can help you make more informed decisions.
Event Contact
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. Past performance shown is not indicative of future results, which could differ substantially.
