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Equity education

What is a cap table?
A cap table (or capitalization table) lists all the securities or shares in a company including stock, convertible notes, warrants, and equity grants. Learn more.
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.
Understanding equity incentive plans for LLCs
Equity compensation isn’t just for startups. Learn the different types of equity incentive plans available for LLCs to start issuing equity to your members.
What is a tax advisor?
A tax advisor works with you to model different scenarios that can help minimize your tax liability while staying compliant with the U.S. tax code.
How to answer three common employee stock option tax questions
Learn how to think about answering questions about stock options and taxes—and when you should direct employees to a third-party Equity Tax Advisor.
Introducing Equity Advisory
With 30,000+ equity plans and one million+ employee equity owners on the platform, no one understands employee equity tax needs better than the Carta team.