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Ask an Expert: Tax Professionals from Withum

 

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When:  Feb 5, 2025 from 10:00 to 11:00 (PT)
Associated with  Carta Open Forum

Location

Online Instructions:
Url: http://lu.ma/hbhy0lzn
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Join us for a special Ask an Expert event in Carta Community featuring Samantha Greenbaum and Nicole Angiuoli of Withum. This AMA-style session is designed for founders and individuals to ask tax-related questions on topics ranging from equity compensation to tax planning, QSBS, compliance, and more—all within a written thread format in Carta Community.

What to Expect:

  • No video component—This is a text-based event!

  • Post your questions in the event thread before or during the session.

  • Samantha and Nicole will provide written answers directly in the thread during the event.

About Withum:

Withum is a forward-thinking, technology-driven advisory and accounting firm that provides innovative solutions for businesses and individuals. Known for their expertise in tax, audit, and advisory services, Withum helps clients navigate complex financial landscapes with confidence and precision.

Meet the Experts:

  • Samantha Greenbaum: With over 11 years of experience in public accounting, Sam specializes in tax consulting for technology businesses, covering federal, state, and international tax matters. She also leads Withum’s E-Commerce Practice and Women in Tech Group.

  • Nicole Angiuoli: Nicole brings over 5 years of experience assisting corporate executives and business owners with tax planning and returns. She focuses on equity compensation planning, qualified small business stock, and equity-based compensation strategies.

Don’t miss this opportunity to get your tax questions answered by seasoned professionals. Start thinking of your questions now, and we’ll see you in the thread!

(Make sure to log in to your Carta Community account to participate in the discussion.)

​​DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.