Blog Overview

Learn about the alternative minimum tax (AMT), how it can create a tax liability when you exercise incentive stock options, and how to calculate AMT for your tax return.

All seven valuation booking paths now route to a single tool, with built-in guidance for convertibles, SAFEs, and cross-fund issuers.

Learn everything you need to know about exercising stock options, including what it means, how it works, and how taxes apply.

Learn how fair market value (FMV) is calculated, why it sets your option strike prices, and what you need to know to stay IRS-compliant.

Struggling with late K-1s and Big 4 tax season stress? Compare traditional Big 4 tax preparation with Carta Fund Tax, featuring integrated fund accounting and AI-driven, faster K-1 delivery. Ask these seven questions to evaluate your provider's infrastructure.

Instead of chatting with Claude to check fund performance or discover Investors Plugin updates, users now have Carta Home. The live artifact gives fund managers an efficient way to view fund data and stay on top of the plugin's fast-growing functionality.