You’ve made your employees owners—now empower them with access to expert tax advisors and resources to understand their equity’s potential.
Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their grants, model tax scenarios, and tax obligation questions.
Our accredited Equity Tax Advisors field all of your employees’ equity questions, freeing up time for your finance, HR, and legal teams.
Carta verifies whether your company qualifies for favorable tax treatments like Qualified Small Business Stock.
Available for unlimited 1:1 sessions, hosting company-wide webinars, and featured in our on-demand education videos.
You can save up to $10M in capital gains with the Qualified Small Business Stock (QSBS) tax break. Our Equity Advisory team will determine QSBS eligibility, provide attestation letters, and develop personalized tax strategies for you and your employees.
With a customized webinar series and on-demand videos, our experts guide your employees through their equity awards, exercise prices, 409A valuations, and why vesting schedules are important.
I’ve been through equity education trainings in the past that weren’t from tax advisors, and it was frustrating to always hear, ‘It depends on your situation.’ With Carta, it’s been ‘What is your situation?’ and here’s a definite answer. It’s been refreshing and very, very helpful