Unlock the Power of Ownership: Equity Plans Decoded with Carta's LLC Blueprints

Event Image
When:  Jun 29, 2023 from 10:00 to 11:00 (PT)
Associated with  Carta Collective
Online Instructions:


Issuing equity to employees and choosing the  right  plan for your LLC can seem like a daunting task. Let us  make it simple by decoding the different equity plans available.

Ownership stake in a company can help  LLCs attract and retain employees—and ensure they are invested in the company’s success.

In this event we will be chatting with a law firm partner, Wendy Moore from Perkins and Coie LLP, who works with many companies to set up their equity incentive plans as an Executive Compensation and Benefits attorney. Together Christina, Biz Dev for LLC at Carta, and Wendy will dive into Carta’s LLC Blueprints – A step-by-step-guide to building an employee equity plan.

Here is what we will discuss:

  • Employee ownership and why it can be a strong compensation tool
  • The advantages, considerations and tax treatment for different equity types
    •  Profits interest units  (PIUs)
    • Phantom equity
    • Unit appreciation rights (UARs)
    • Options to acquire interests
  • How to navigate Carta’s LLC Blueprints, an equity and implementation guide

We will end the session with a live Q&A so you can get your questions answered.

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services . This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.