Tender Offers & Personal Taxes: How to Avoid Costly Mistakes

Recently participated in a Tender Offer? Liquidity events like these can be exciting — but the tax implications are often complex, and a misstep could mean leaving money on the table.

Join Laura Moreno, Chief Tax Officer, and Jason Hoffman, Equity Tax Advisor, as they share practical strategies to help you keep more of what you’ve earned.

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What You’ll Learn:

• The tax impact of selling your shares and strategies to minimize your personal tax burden
• Common mistakes that could cost you money (and how to avoid them)
• Important tax reporting considerations and quarterly payment planning

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Don’t let a costly tax mistake take a bite out of your hard-earned equity.
Register today to make informed decisions and maximize your outcomes.