Equity Compensation: Three Essentials You’re Not Thinking About

The startup ecosystem frequently talks about the nuances of equity compensation. Concepts like vesting and cliffs, ISOs versus NSOs, or when to switch to RSUs are basic considerations made by companies when setting up their equity compensation plan.

However, there are 3 key essentials companies don’t often consider. Watch this recording to learn more about:

  • How to potentially save your employees millions of dollars in equity tax breaks with qualified small business stock
  • How your employees’ equity value is impacted by a 409A Valuation
  • How your employees’ equity will be taxed at the end of the year

Our team of experts share updates on the latest QSBS policy discussions, so you can understand what information is collected and how it’s evaluated to determine your company’s QSB status; plus an overview on 409A Valuation and how it will impact your employees’ taxes.

Featuring

Anthony Cimino

Head of Policy
Carta
Shelby Skoczylas

Manager, Equity Advisory
Carta
Kristoffer Warren

Technical Senior Manager, Valuations
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.