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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm:
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2024 · second_quarter · Q2
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Source: Senate LDA
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Tax Relief for American Families and Workers Act of 2024
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Tax Relief for American Families and Workers Act of 2024
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Securing a Strong Retirement Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Securing a Strong Retirement Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Securing a Strong Retirement Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
United States Innovation and Competition Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Capital markets generally H.R. 4521--America Creating Opportunities for Manufacturing, Pre-Eminence in Technology, and Economic Strength Act of 2022 (America COMPETES Act) Retirement investment in private assets
U.S.A. Beef Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
U.S.A. Beef Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
U.S.A. Beef Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2024 · first_quarter · Q1
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2023 · fourth_quarter · Q4
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2023 · third_quarter · Q3
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2023 · first_quarter · Q1
Private markets & capital formation generally Retirement investment in private/alternative assets
IRC section 83(b) IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · fourth_quarter · 4A
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · fourth_quarter · Q4
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · third_quarter · Q3
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · second_quarter · Q2
Capital markets generally H.R. 4521--America Creating Opportunities for Manufacturing, Pre-Eminence in Technology, and Economic Strength Act of 2022 (America COMPETES Act) Retirement investment in private assets
H.R. 5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE