News from Stock Connections


Theresa at IYF 3-2012 

I recently attended the Invent Your Future event and was privileged to be able to sit with Ruth Stergiou, Invent Your Future Enterprises; Maxine Goulding, president of NAWBO-Silicon Valley; Reid Hoffman, co-founder of LinkedIn and the keynote speaker; and Sydnie Kohara, journalist and news anchor with CBS 5. Sydnie interviewed Reid as one of the keynotes at the event which was held at the Santa Clara Convention Center on Thursday, March 22. We learned the story of how LinkedIn came to be and its purpose of creating the world's largest professional network. Gina Rudan, Mary LoVerde, Sam Horn, Denise Brosseau, Dr. Keyy McGonigal, and Janice Edwards were among the outstanding speakers for the event.  



Are you living the dream? 

If not, I'd like to invite you to attend the NAWBO-Silicon Valley dinner 

event on Tuesday, April 17. 

The topic is "Living the Dream-The Sky's the Limit"  


4-17 NAWBO Event 


Prepare yourself for a moving presentation that proves anyone can create the life they've always wanted-if they are willing to do their best. Discover why every one of Jin Robertson's audiences rises to their feet in a rousing standing ovation! Reconnect with the part of yourself that knows you have the power to do more with your life-if you want to. 


Tuesday, April 17, 2012  
5:30 p.m. - 8:30 p.m. 
Quadrus Conference Center 
2400 Sand Hill Road 
Menlo Park, CA 94025 


For information and to register, visit www.nawbo-sv.org



Restricted Stock & RSUs On Tax Returns: How To Avoid Costly Mistakes  


Here is a very interesting article I received from a colleague through LinkedIn, Bruce Blumberg.  

Restricted Stock, Restricted Stock Units are other types of employee compensation that can present interesting challenges at tax time. Restricted Stock and Restricted Stock Units are taxed on each vesting date and Federal, State, Medicare, State and local taxes (if applicable) are withheld. Bruce Blumberg, founder of My Stock Options.com, has a terrific article on just this subject.

Restricted stock, restricted stock units (RSUs), and performance shares bring their own very special issues to tax returns. In addition, this tax season has many more changes in the reporting of stock sales on tax returns than...Read More


Enjoy the chuckle! 

Liquidity Joke 






Theresa Oatman CEP

Direct:  (408) 410-4346



Program Director of NAWBO-Silicon Valley