You’ve made your employees owners—now empower them with expert resources that help them understand their equity’s potential.
Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their individual grants, model tax scenarios, and answer 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.
Employees use the same trusted platform where they already receive equity updates, with no need to set up a new account.
We cover tax strategies to help employees optimize their equity ownership, including capital gains and AMT planning. Our team carefully explains potential risks and tax considerations for exercising and selling equity at different stages of your company’s growth.
Through a customized webinar series, our experts help employees understand the type of equity they’ve been awarded, how exercise prices are determined, what 409A valuations are, and why vesting schedules are important.
The Equity Tax Advisory team comes from top-tier tax firms and brings decades of hands-on startup equity knowledge. We’ve conducted more than 1,000 one-on-one advisory sessions, with a 4.9 average CSAT.
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.