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Educational Essentials
February 2026
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
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Equity Education
February 2026
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISOs)? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return.
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Equity
January 2026
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.
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Equity
January 2026
Filing an 83(b) election: What every founder needs to know
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).
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Startups
January 2026
How to start a startup: A clear path for founders
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.
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Equity
December 2025
How stock options work
Learn the fundamentals of stock options, including the different types, how they are granted and vested, and the process for exercising and paying taxes.
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Equity
December 2025
Vesting: A guide to equity schedules
Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.
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Fund Management
November 2025
Carried interest
Learn how carried interest works for private funds, including fee structures, waterfall models, and tax treatment for fund managers.
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Equity Management
November 2025
Advisory shares: A founder's guide
Learn how advisory shares work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
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Fund Management
November 2025
Special purpose vehicle (SPV)
Learn about special purpose vehicles, including what they are, how they work, and how they differ from conventional private funds.
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Equity Management
November 2025
409A Valuations
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
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Equity Management
November 2025
Cap tables
This guide explains everything you need to know about cap tables, from building your first one to managing company ownership as you prepare for fundraising and growth.
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