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Taxes
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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 deadlines for the 2023 tax year.
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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 gift taxes when you transfer equity.
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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 growth.
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Equity Education
November 2022
Tax advisors
A tax advisor works with you to model different scenarios that can help minimize your tax liability while staying compliant with the U.S. tax code.
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Founder Education
October 2022
How to answer three common employee stock option tax questions
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.
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Investors
October 2022
Crypto taxes
The IRS taxes trading, mining, or acquiring digital assets, including cryptocurrencies and NFTs. Learn how using crypto affects your 2022 tax return.
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Equity Education
July 2022
The $100K ISO limit
The ISO $100K limit prevents employees from treating more than $100,000 worth of exercisable options as incentive stock options in a single year. Learn more.
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