Equity Education
April 2024
Restricted stock awards (RSA)
Restricted stock awards are a type of restricted stock equity award. Learn how vesting, taxes, and termination work for...
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Equity Education
March 2024
Form 6251 and AMT
IRS Form 6251 is a worksheet that helps you determine if you owe AMT and how much. You can also calculate your...
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Compensation
March 2024
Equity compensation
Equity compensation is a non-cash part of overall compensation and benefits. Learn the different types of equity...
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Equity Education
February 2024
Employee equity in France: understanding BSPCEs
Employee ownership schemes are now available to a wider pool of French workers than ever before, including the most...
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Equity Education
February 2024
Understanding equity in German startups & the Future Financing Act
Learn about equity management in Germany, including ESOPs and VSOPs, and what startups need to know about the Future...
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Equity Education
January 2024
Strike price
Wondering what determines strike prices and how much your stock options could be worth? Learn about strike prices, and...
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Equity Education
January 2024
Equity glossary
Carta's ever-growing glossary of financial and private equity terms will help you understand the jargon that frequently...
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Equity Education
January 2024
Phantom equity
Phantom equity (also know as phantom stock) is one of several types of equity LLCs can issue. Learn more about how...
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Liquidity
December 2023
Tender offers
Learn about tender offers, the tendering process, and how tenders work for private and public companies. Get all the...
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Liquidity
December 2023
Private block trades
Secondary block transactions allow investors to buy or sell shares outside company-sponsored transactions. Learn how...
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Liquidity
December 2023
Liquidity events
Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and...
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Employee Resource Center
November 2023
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...
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