Everything You Need to Know on Tech Stock Options & Tax Implications

Everything You Need to Know on Tech Stock Options & Tax Implications

ID: 117365

Wealthfront Announces Webinar for Tech Companies: Stock Options, Tax Implications and When & How to Diversify


(firmenpresse) - PALO ALTO, CA -- (Marketwire) -- 02/22/12 -- Wealthfront, an SEC registered online investment advisor, and Mohler, Nixon & Williams, today announced they will host a webinar aimed to help the employees at tech companies utilize best practices when managing stock options and understanding associated tax implications. The webinar covers everything option holders need to know from how to handle concentrated stock positions to how to diversify. Hosted by industry experts Daniel Carroll, founder and VP at Wealthfront and Kent Williams, founding partner at Mohler, Nixon & Williams, the webinar, features advice on tax implications and diversification strategies.

Stock Options, Tax Implications and Diversification

: February 28, 2012 10:00amPT/1:00pmET

: Register Here:

Bringing over 20 years of financial expertise and work with thousands of employees in the technology sector, Kent Williams will educate attendees on key tax considerations including:

Tax treatment of ISOs, NQs, & RSUs and all the intricacies

Capital Gain vs. Ordinary Income

Alternative Minimum Tax (AMT) and Implications

Charitable Giving and How You Benefit

Estate Planning

Dan Carroll will discuss how best to diversify and the easiest way to go about diversifying.

Wealthfront, an SEC registered investment advisor, offers an online service that makes it possible for anyone to access sophisticated financial advice. Wealthfront brings ease and convenience to make investing appealing for the new generation of investors. Wealthfront's unique Precision-Investing Platform™ technology pinpoints investors' true risk tolerance, recommends a precise mix of assets and then continuously monitors and periodically rebalances portfolios whenever appropriate. The company is backed by DAG Ventures and individual investors including Marc Andreessen, Jeff Jordan, former OpenTable CEO and President of PayPal, now at Andreessen Horowitz, and partners from Benchmark Capital, Index Ventures and Kleiner Perkins Caufield & Byers. More information and pricing can be found at









Morgan Bradley
Barokas Public Relations

206.264.8220

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Bereitgestellt von Benutzer: MARKETWIRE
Datum: 22.02.2012 - 15:00 Uhr
Sprache: Deutsch
News-ID 117365
Anzahl Zeichen: 0

contact information:
Town:

PALO ALTO, CA



Kategorie:

Commercial & Investment Banking



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