![83(b) elections](https://images.ctfassets.net/y88td1zx1ufe/3GE1TKjoQZD4nTT8yTrmvS/e06ea26c89bd8dbddf9f6a293a4de2dc/What_is_83__b__election_.jpg)
Equity Education
April 2024
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
![Form 6251 and AMT](https://images.ctfassets.net/y88td1zx1ufe/4X5f3heJZZpCrTlmxYCvA8/2215967b34f873267603fe2f6f3768a6/Form_6251.png)
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
![How stock options are taxed](https://images.ctfassets.net/y88td1zx1ufe/3yycZAdDK8QoX2KAru4Uzl/8dd9e363e0a1a0bf2675a5b900fe10e9/How-stock-options-are-taxed-e1679686311970.png)
Educational Essentials
January 2024
How stock options are taxed
In this article, we break down the different types of stock options and how tax treatment works for ISOs and NSOs....
View
![Form 1120-S](https://images.ctfassets.net/y88td1zx1ufe/4I9L1rWBH2NrDyndU0WDum/52086f51c253e31cc1d937ef8c84e666/Form_1120-S.png)
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
![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...
View
![Tax planning for small businesses](https://images.ctfassets.net/y88td1zx1ufe/22dKTmaolFPfvQjTIFVFo9/7925a2bada43442ce89137b2a7155486/Tax_planning_for_small_businesses.png)
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
![Business tax deadlines 2024: Corporations and LLCs](https://images.ctfassets.net/y88td1zx1ufe/7sQTkZ14hNK7AJPWMyr0JP/a75e52ba26cf2eedf74940c52568b5e5/About-tax-filing-deadllines.png)
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
![Form 3921](https://images.ctfassets.net/y88td1zx1ufe/5irbMWOF9eJ8Ih0rpoMCcw/bea9ab9119f4c77078e560c7e600ce0d/What-is-form-3921.png)
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
![Qualified small business stock (QSBS)](https://images.ctfassets.net/y88td1zx1ufe/5WOROPegHvy5OSxrlueM7i/1fac9cbd3e8d18aa55b0294305975209/QSBS_Tax_benefit.png)
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
![How LLC taxes work](https://images.ctfassets.net/y88td1zx1ufe/4MSfGYcpRE2jJFyCZ4MEBA/433184d09b668729f22b12252861f8d2/LLC-Taxes.png)
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
![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...
View
![Capital gains](https://images.ctfassets.net/y88td1zx1ufe/5hiPHADdzjC3PwU3Wg0EdI/2efe4c1b5ccf0528d4514672b81b7b75/Capital-Gains.png)
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