Get a front row seat to our live workshops
April 30, 2024 at 2:00:00 PM EST
Understanding Startup Equity
Startup equity can be super complicated and confusing! And founders and executives frequently take advantage of the fact by obscuring how equity works and is structured so the average employee has no idea how to value the equity they are granted Join us for this free hour-long workshop to understand: 1 - How startup equity works 2 - The key mistakes to avoid (both for startup founders and employees receiving equity) 3- What a lot of the technical jargon means - options, early exercise, vesting period, strike price, common vs preferred shares etc. 4 - Tax considerations around equity And with time for a live Q&A as well Employees can leave so much value on the table (particularly early employees) that we'd love to demystify this for you. The workshop is free to attend and we'll send a replay to everyone who signs up.
May 21, 2024 at 2:00:00 PM EST
How to Pay Less in Taxes in 2024 (For Business Owners)
Back by popular demand. A free, live workshop specifically for business owners on key strategies you can use to pay less in taxes in 2024. As we bring in the New Year, it's time to uncover some key tax optimization strategies that could save you thousands, or even tens of thousands, of dollars come tax season. Business owners have many tax write offs and deferral opportunities that aren't available with just a W-2 income. This workshop outlines a step-by-step plan to reduce your tax bill for this year, and your key action items. Replays: Will be sent out to anyone who registers so save your seat even if you can’t attend live Can't attend live but want your questions answered? Ask and tag us on social @carryhq_
May 23, 2024 at 2:00:00 PM EST
QUICKSTART: Overview of Carry platform + Demo
Whether you're thinking about joining Carry or just curious to learn what we're all about, this workshop is tailored just for you! Join us as we dive into all the ways Carry can simplify your financial journey and streamline tax processes. Here’s what we’ll cover: - A step-by-step guide on setting up your Carry account, with insights into the diverse account options available - Unlocking the full potential of your account through features such as our financial advisor, robo-advisor, and seamless auto-contribution setup - How to do complex tax-saving strategies (like a Mega Backdoor Roth) in clicks - And much more! Save your seat even if you can’t attend live. Replays will be sent out to everyone who registers. Can't attend live but want your questions answered? Ask and tag us on social @carryhq_