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 material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
