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Equity education

Estate and gift taxes for equity
At Carta, we offer gift and estate tax appraisals. Learn everything you need to know about federal estate taxes and gift taxes when you transfer equity.
Secondary transactions in APAC: How employees can unlock equity comp rewards
With few exits and IPOs in APAC, how can employees reap the rewards of their equity compensation? A solution can be found in secondary transactions.
What is an option pool?
A stock option pool’s size affects share prices, ownership dilution, and company value. Here’s what you need to know to calculate an employee option pool.
What is an 83(b) election?
An 83(b) election is an IRS form that may allow you to pay taxes based on the value of your equity on the grant date, before it vests. This might lower your tax burden.
The qualified small business stock (QSBS) tax benefit
The QSBS exclusion is a U.S. tax benefit that applies to eligible shareholders of a qualified small business. Learn more about how QSBS works.
What is an accredited investor?
Learn what an accredited investor is, requirements and qualifications, why the requirement exists, and how the accredited investor rules may change.