Ask us anything: Taxes with Withum

Hi Carta Community! Excited to kick off the Ask Me Anything event February 5th!

During this event, we have two tax specialists from Withum, Sam Greenbaum and Nicole Angiuoli. Our specialized group of individuals services hundreds of some of the most well-known tech and emerging growth companies and our knowledge of the industry allows us to expertly guide them through their unique financial challenges. Not only do we provide tax and audit services, our advisory and consulting experience provides a wide spectrum of opportunities for us to work together.

Sam Greenbaum, CPA is a tax partner at Withum in the firm's Technology and Emerging Growth Services Group. Sam is also the co-leader of our e-commerce sector & fem-tech sector and an active member of our Women in Tech Group. As a tax partner, Sam is dedicated to servicing her clients and building lasting relationships. She also focuses on tax planning and consulting, management and review of corporate tax returns and tax provisions under ASC 740, and have experience with QSBS, secondary transactions, tax credits and incentives (i.e., R&D, excelsior, QETC), state and local income tax, sales tax, and international tax.

Nicole Angiuoli, CPA is a tax supervisor at Withum in the firm's Founders & Tech Executives Group within the firm's Technology and Emerging Growth Services Group. Founders and executives face unique situations and tax issues that are distinct from their businesses. Withum's Founders Group can offer an unmatched network of resources designed to ensure you have the skilled assistance necessary to mitigate taxes, maximize wealth and achieve your goals.  We specialize in planning for equity compensation and QSBS, among many other areas.  

The discussions and materials presented for this presentation have been prepared by Withum for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors for your particular situation.

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Nicole Angiuoli, CPA
Tax Supervisor
Founders and Tech Executive Group
Withum
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