Blog Overview

See all of our blog posts in all categories by date.

Blog: All

How stock options are taxed: A complete guide
How stock options are taxed: A complete guide
Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.
Give the gift of clarity: Express K-1s
Give the gift of clarity: Express K-1s
Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.
Custom reporting for complex fund requirements
Custom reporting for complex fund requirements
Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.
Centralizing visibility across corp and LLC assets in a single portfolio experience
Centralizing visibility across corp and LLC assets in a single portfolio experience
Get better visibility and centralized management of your entire portfolio, including holdings both on and off the Carta platform.
Agentic cash reconciliation and SOI tagging for Fund Admin
Agentic cash reconciliation and SOI tagging for Fund Admin
Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.
See the flow of capital in real time with Carta’s visual accounting
See the flow of capital in real time with Carta’s visual accounting
Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.
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