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...
View
Founder Education
December 2023
Form 1120-S
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...
View
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...
View
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...
View
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...
View
Founder Education
October 2023
Form 3921
Your company is required to file IRS Form 3921 for every employee that exercised ISO within the last tax year. Learn...
View
Equity Education
September 2023
83(b) elections
The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due...
View
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...
View
Founder Education
July 2023
How LLC taxes work
Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why...
View
Equity Education
June 2023
Form 1099-B
Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this...
View
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...
View
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...
View