Blog Overview

In our latest webinar, our in-house experts Triam Zubeldia, UK Valuations Associate, and Jackson O’Brien CFA, US Valuations Manager, came together to discuss HMRC and 409A valuations.

Learn how to think about answering questions about stock options and taxes—and when you should direct employees to a third-party Equity Tax Advisor.

CFPB initiates rulemaking on personal financial data rights

The IRS taxes trading, mining, or acquiring digital assets, including cryptocurrencies and NFTs. Learn how using crypto affects your 2022 tax return.

Agencies scrutinized by courts and watchdogs, potentially jeopardizing rulemakings

With 30,000+ equity plans and one million+ employee equity owners on the platform, no one understands employee equity tax needs better than the Carta team.