Dear SpaceX employees,

Don’t lose a significant portion of the value you’ve created to taxes unnecessarily.

If you do nothing, your stock gains could be taxed at 30%+, and upcoming RSU vesting could be taxed at ~50% if you’re in a high-tax state.

You’ve worked too hard for that.

We’re helping clients build tax-efficient exit plans that are designed to reduce that burden through:

• Tax-loss harvesting to offset capital gains
• Ordinary deductions to offset income from RSU vesting
• Charitable trust strategies to diversify concentrated stock while creating an income stream back to you

If you’re expecting $5M+ out of this IPO and want to keep as much of it as possible, that’s exactly the kind of planning I do.