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Learn how advisory shares work for early-stage companies and how to start issuing equity to your advisors with this comprehensive guide.

A pro forma financial statement predicts the outcome of a business decision, investment, or deal. Learn when to use a pro forma for your company and what to include.

A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.

In this article, you will learn about the purpose of carried interest and how it works within the private fund industry, including specific examples of how carried interest is taxed and how it differs from ordinary income.

Learn about special purpose vehicles, including how they work, common uses and how SPVs differ from conventional private funds.

Learn everything you need to know about incentive stock options, including how ISOs work, tax benefits, and how ISOs differ from other types of equity.

The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due dates, filing information, and what to include in form 83(b).

In this article, we explain everything early-stage founders need to know about cap tables, including how to build a cap table, manage company ownership, and prepare for fundraising.

Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.

Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.

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