![Phantom equity](https://images.ctfassets.net/y88td1zx1ufe/4MSfGYcpRE2jJFyCZ4MEBA/433184d09b668729f22b12252861f8d2/LLC-Taxes.png)
Equity Education
January 2024
Phantom equity
Phantom equity (also know as phantom stock) is one of several types of equity LLCs can issue. Learn more about how...
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![Private block trades](https://images.ctfassets.net/y88td1zx1ufe/6EFbfnBxYHfCUSXHmmlDBl/2702b59d63707979b679fa009ad89120/Block-Trades-1.png)
Liquidity
December 2023
Private block trades
Secondary block transactions allow investors to buy or sell shares outside company-sponsored transactions. Learn how...
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![Tender offers](https://images.ctfassets.net/y88td1zx1ufe/2qcJe7U89SNU2AtiPYsgqZ/b39e795e92a5a9641e17561900c2d87d/Liquidity.jpg)
Liquidity
December 2023
Tender offers
Learn about tender offers, the tendering process, and how tenders work for private and public companies. Get all the...
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![RSU vs. stock options](https://images.ctfassets.net/y88td1zx1ufe/41s4BRqdqEcP2WzTr0c9nJ/075409a046588f1771904ed673cfc0ee/Options_v_warrants.jpg)
Equity Education
December 2023
RSU vs. stock options
Companies often move from stock options to RSUs as they become larger. Learn more about the difference between RSUs vs...
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![Liquidity events](https://images.ctfassets.net/y88td1zx1ufe/285w264q9p3I7PvgBEEpqt/e8fa3ad14e4250c8dafd86ca8c2d3366/Liquidity_Events.png)
Liquidity
December 2023
Liquidity events
Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and...
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![Estate and gift taxes for equity](https://images.ctfassets.net/y88td1zx1ufe/2GK6ReshnKIM3XkX42ZIXy/c6c3b3c995c09eeff0068f8c493b020c/How-a-VC-fund-is-taxed.png)
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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![Preferred stock vs. common stock](https://images.ctfassets.net/y88td1zx1ufe/38Qd8YVXnni21uFlpChQRq/822da3c802c983644b8e0fae8fc84c62/2022-Employee-Stock-Options-Report.png)
Equity Education
October 2023
Preferred stock vs. common stock
Common stock and preferred stock both offer different benefits to shareholders. Learn the differences between common...
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![How equity-holding employees can prepare for an IPO](https://images.ctfassets.net/y88td1zx1ufe/64gy5uIjTs1E8ST2iu7Ly7/f4503ae1ad575f9d16010923b65688a6/How_to_prep_for_IPO.jpg)
Employee Resource Center
September 2023
How equity-holding employees can prepare for an IPO
If your company is going public soon, here's what you can do to be IPO-ready.
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![What happens to equity when you leave a company?](https://images.ctfassets.net/y88td1zx1ufe/1IXtJ2WePET4BmwGEXo1Zk/aaa492367ba1063de8b2e2f837fde99e/What-to-know-about-equity-when-you-leave-a-company.png)
Employee Resource Center
June 2023
What happens to equity when you leave a company?
When you quit or leave your job, the type of stock, timing of your departure, and individual vesting schedules...
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![Form 1099-B](https://images.ctfassets.net/y88td1zx1ufe/74ou98YogJz5bi7APbsebu/1f5cf14c440ae88a68f05d6019127789/Form_1099-B.jpg)
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...
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![Secondary markets](https://images.ctfassets.net/y88td1zx1ufe/4sLLgGWU1okYR92QxqYLOm/e585038b6f134574c5ca473929ba5065/valuations-and-secondaries-1.png)
Liquidity
May 2023
Secondary markets
Understand the function of the private secondary market and how companies can benefit from secondary liquidity and...
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![Equity in business](https://images.ctfassets.net/y88td1zx1ufe/75eRY24bhBOUQhH6Iy3JOm/f9a00271e1d14550641d6cc8f9b5fc76/Types-of-equity-2-e1683660833953.png)
Equity Education
April 2023
Equity in business
Equity is the portion of a company that is owned by shareholders. We'll guide you through the basics of business equity...
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