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Learn about the alternative minimum tax (AMT), how it can create a tax liability when you exercise incentive stock options, and how to calculate AMT for your tax return.

Carta Plugins for Claude bring your fund data directly into AI. Query cap tables, fund metrics, and portfolio data in plain language without leaving Claude. Access live data securely, run scenarios, and get instant answers.

Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.

Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.

Learn what a Section 83(b) election is and how it can lower your future tax bill. Get clarity on important due dates, filing information, and what to include in form 83(b).

Learn the foundational steps to start your startup, from finding a problem and building a team to setting up your legal structure and raising your first funds.

Learn the fundamentals of stock options, including the different types, how they are granted and vested, and the process for exercising and paying taxes.

Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.

Learn how carried interest works for private funds, including fee structures, waterfall models, and tax treatment for fund managers.

Learn how advisory shares work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.

This article explains how to use a special purpose vehicle (SPV), covering the entire lifecycle from structuring the entity and calling capital to managing post-close compliance and reporting.