Equity Education
April 2023
Early exercise of stock options
When you early exercise stock options, you are purchasing stock options before they vest. Learn more about the...
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Investors
March 2023
Pari-passu
Pari-passu is a type of investor preference where all preferred shareholders in a company have equal distribution...
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Equity Education
March 2023
Incentive stock options (ISO)
Incentive stock options (ISO) are a type of stock option that qualifies for special tax treatment. Learn more about...
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Educational Essentials
January 2023
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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Equity Education
January 2023
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO)? Learn what the alternative minimum tax (AMT) is and how to calculate it...
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Equity Education
December 2022
Equity incentive plans for LLCs
Equity compensation isn’t just for startups. Learn the different types of equity incentive plans available for LLCs to...
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Liquidity
December 2022
Single-trigger vs. double-trigger RSU
A double-trigger RSU structure is common, but single-trigger RSUs can have more benefits for employees of late-stage...
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Compensation
December 2022
Compensation review
Your compensation plan is a living document. It’s important to conduct a regular compensation review to retain...
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Compensation
November 2022
Job offer letter
At Carta, we think offer letters are a great place to educate employees about startup equity. See ours and download our...
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Founder Education
October 2022
How to answer three common employee stock option tax questions
Learn how to think about answering questions about stock options and taxes—and when you should direct employees to a...
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Equity Education
August 2022
Profits interest
A profits interest is a form of equity-like compensation available to LLCs. Learn about profits interest units, their...
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Equity Education
August 2022
RSA vs. RSU
Restricted stock awards (RSAs) and restricted stock units (RSUs) are two types of restricted stock equity awards. Learn...
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