SOURCE: Wealthfront


February 22, 2012 10:00 ET

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

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

PALO ALTO, CA--(Marketwire - Feb 22, 2012) - 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, Stock Options, Tax Implications and Diversification features advice on tax implications and diversification strategies.

WHAT: Stock Options, Tax Implications and Diversification

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

WHERE: 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.

About Wealthfront
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

Contact Information

  • Press Contact:
    Morgan Bradley
    Barokas Public Relations
    Email Contact