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  • 1.  What experts do you want to hear from?

    Posted 10-16-2024 13:40

    Hello Carta Community, 

    I returned back to work this week after a great few months of paternity leave and wanted to drop a quick note asking for your feedback and I dive back into Carta's community plans for the next several months. 

    I'm working to start back up our Ask an Expert event series and wanted to hear from you all. Is there a certain profession or industry that you'd like to hear from? I'd love to incorporate your feedback into our planning. 

    Is there anything else that I missed while I was out? Any feedback or ways that I can make Carta Community more helpful for you? Please let me know in the comments or reach out directly to me at brent.devey@carta.com

    Talk soon!



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    Brent Devey
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  • 2.  RE: What experts do you want to hear from?

    Posted 10-22-2024 09:03

    Greetings,

    Given that my communities query didn't go very far a while ago I would LOVE to talk to (communicate with) someone who can answer my question definitively...

    I'm looking for more information on purchasing employee "options" with my Roth IRA account.... and what sort of rules apply... there are lots of

    different comments out on the internet pro and Con....  If we could find someone who knows how to do this that would be great.

    Thanks!

    Chris



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    Christopher Chandler
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  • 3.  RE: What experts do you want to hear from?

    Posted 10-22-2024 09:28

    Thanks for the feedback, @Christopher Chandler! That's super helpful to hear. I'll work on getting someone in place to help out with investment and tax questions. 



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    Brent Devey
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  • 4.  RE: What experts do you want to hear from?

    Posted 10-22-2024 09:49

    Welcome back, Brent! Hope your family is doing wonderful.

    I always love hearing from legal experts, and I think it would be great to hear from compliance experts who understand compliance on more of a global scale (what to look out for, what to keep in mind, etc.).

    I think it's also important for founders and equity admins to understand more of the employee experience and the challenges they face when it comes to equity.I'm not sure the best person to answer these questions, but maybe someone who provides education for employees when it comes to their equity?

    Thanks for all you do!



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    Chris Hoffmann
    Founder, Equity Admin Co. - Carta admin for pre-IPO companies
    https://www.equityadmin.co/
    801.420.0441
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  • 5.  RE: What experts do you want to hear from?

    Posted 10-22-2024 12:26

    Thanks, Chris! The family is doing great. Appreciate the warm welcome back. 

    Great feedback. Thanks for sharing!



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    Brent Devey
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