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Carta’s Estimated Values tool for LLCs automatically calculates approximate values of interests issued, making it easier to show equity value to interest holders.
Incentive stock options (ISOs) are a type of stock option that qualifies for special tax treatment. Learn more about what it means to exercise or sell ISOs.
An IPO is when a private company trades shares on a public stock exchange for the first time. Learn more about the IPO process & alternative exit options.
Your company is required to file IRS Form 3921 for every employee that exercised ISO within the last tax year. Learn how and when to file IRS Form 3921.
Carta partners with Cooley LLP for two new API programs, which grant access to Carta data directly within the firm’s proprietary attorney portals.
Did you exercise ISOs in 2022? Learn what the alternative minimum tax (AMT) is and how to calculate it for your 2023 tax return.
