Navigating Your Epic Equity: From Vesting to Exit Planning

How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning? In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management.…