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carta
  • Find the solutions you need to drive your business forward.

    Equity Management
    • Cap Table
    • 409A Valuations
    • Expense Accounting
    • LLC
    • Carta Launch Free
    • Tax Advisory
    Compensation
    • Benchmarking
    • Total Rewards Statement
    Venture Capital
    • Fund Administration
    • Fund Formation
    • SPVs
    • ASC 820 Valuations
    • Capital Call Line of Credit
    Liquidity
    • Tender Offers
    • Secondary Blocks
    • Auctions
    • Public Companies
  • Get support for every stage and every role.

    Read case studies
    Founders
    • Over 30,000 companies use Carta to fundraise, issue equity, and stay compliant.
    Investors
    • Manage your fund on Carta so you can spend more time on deals and less time dealing with your back office.
    Finance
    • Access tools and services for everything from fast valuations to managing burn to liquidity events.
    Law Firms
    • Help your clients issue equity, raise funds, and stay compliant, all in one place.
    HR
    • From extending offers to answering employee equity questions, find the tools and team to support you.
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Employee resource center

Incentive stock options (ISOs) and how they work
ISOs are a type of stock option that qualifies for special tax treatment. Unlike other types of options, you usually don’t have to pay taxes when you exercise (buy) ISOs. Plus, you may be able to pay a lower tax rate if you meet certain requirements. Here's what you need to know.
What is alternative minimum tax (AMT)?
Did you exercise ISOs in 2022? Learn what the alternative minimum tax (AMT) is and how to calculate it for your 2023 tax return.
How stock options are taxed
Learn how ISO and NSO stock options are taxed and the common times employees can exercise their options.
What are stock options and how do they work?
Received stock options from your company and don't understand what that means? Here's how to make sense of your offer letter and option grant.
How to calculate startup equity
When you get a job offer from a startup, it’s likely a combination of both salary and equity compensation. Understanding how your base salary compares to another offer is simple, but calculating startup equity (how much your shares are worth) is more complicated. 
What is a restricted stock unit (RSU)?
A restricted stock unit (RSU) is a share of stock from your employer that only vests if certain restrictions are met. Learn more about RSUs and what they mean.

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Additional products
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eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement.

Neither Carta nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Carta offers certain brokerage services through its wholly owned broker-dealer subsidiaries, Carta Securities, LLC (Member: FINRA/SIPC) and Carta Capital Markets, LLC (Member: FINRA/SIPC). Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.

 

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