+ Determined that even with a sabbatical, she can still retire early at 56. More importantly, realized that time is her most precious commodity, and obtained the courage to take the sabbatical.
+ Evaluated the start-up offer, and quantified the stock package that she’d be leaving behind. Determined that she can likely negotiate more stock with the trade-off of a lower salary, and gain the potential benefits of an 83(b) election with the start-up stock.
+ Established a Donor Advised Fund, and created a funding strategy with highly appreciated stock, that not only reduced her taxes but allowed her to support her community.