Equity education

Equity Education



Launching an employee share scheme in Australia

This guide explains how to launch and manage an employee share scheme for Australian startups, covering the strategic benefits, key regulations, and practical steps to turn your team into owners.
Read more



The alternative minimum tax (AMT), explained

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.
Read more



Understanding equity incentive plans for corporations and LLCs

Learn how to create and manage an equity incentive plan, including the different types of equity awards, key design decisions, and legal requirements.
Read more



Accredited investors: Rules and requirements

Understand the accredited investor rule, including the requirements for qualification, why the requirement exists, and how the accredited investor rules may change.
Read more



Qualified small business stock (QSBS)

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