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20 entries found

Taxes

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...

Form 1120-S is a form used by U.S. S-Corporations to file income tax returns to the IRS. Learn more about 1120-S 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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Founder Education

October 2023

Tax planning for small businesses

Small businesses owners and entrepreneurs can use these tax planning strategies to save on taxes and maximize business...

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Business tax deadlines 2024: Corporations and LLCs

Founder Education

October 2023

Business tax deadlines 2024: Corporations and LLCs

Key tax deadlines are coming up in 2024 for LLC and corporation businesses. Here are the dates and IRS forms you need...

Your company is required to file IRS Form 3921 for every employee that exercised ISO within the last tax year. Learn...

The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due...

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Educational Essentials

August 2023

Qualified small business stock (QSBS)

Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock...

Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why...

Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this...

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Employee Resource Center

April 2023

Capital gains

Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term...

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Carta

February 2023

Schedule K-1 tax form

In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form, a key...

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