Holton Goward Wealth Management Group
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Event calendar

Qualified Small Business Stock for Venture-Backed Founders

Learn how founders can reduce their tax liability on future liquidity events with the Qualified Small Business Stock exemption.

Location

Date & time

Speakers

Supporting links

RSVP to matthew.goward@ubs.com for a Zoom link

01 August, 20244:00 PM - 5:00 PM Eastern
  • Matthew Goward, CFP
  • Erik Holton
  • Daniel Krolikowski, CPA, MBA - Founders and Tech Executives Group, Withum

Section 1202 Qualified Small Business Stock Webinar

Trust Structuring and Planning for Start-Up Founders & Executives

Location

Date & time

Speakers

Supporting links

Please email to RSVP for a Zoom link & calendar invite by Monday, April 29 : matthew.goward@ubs.com

02 May , 20244:00 PM - 5:00 PM Eastern
  • Todd Mayo Senior Wealth Strategist, UBS Advanced Planning Group
  • Matthew Goward, CFP® Financial Advisor Vice President - Wealth Management
  • Erik Holton Financial Advisor Senior Vice President - Wealth Management

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