Blog - Simple List
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Cheap Stock Problems: What Triggers SEC ScrutinyAug 27, 2026
Cheap stock and 409A aren't the same issue. Learn what triggers SEC scrutiny before an IPO and how to reduce cheap stock risk -
Why Multiday Averages Make Sense for Grant SizingAug 26, 2026
Using a multiday average FMV to determine how many shares to grant can result in a more equitable stock compensation program and make forecasting share usage easier. -
6 Considerations Before Modifying Equity AwardsAug 19, 2026
Modifying an equity award? Learn the accounting, legal, tax, and disclosure risks to weigh before making changes. -
The Hidden Risk in Equity Plans: Poor CommunicationAug 13, 2026
Poor communication is the hidden risk undermining equity plans. See why employee understanding matters and how to build an ownership culture. -
3 AI Case Studies for Equity Plan AutomationAug 12, 2026
See how Walmart, Microsoft, and Amazon use AI to automate RSU tax reconciliations, journal entries, and data collection. -
Do Employees Have to Accept their Equity Grants?Aug 12, 2026
Reasons to consider requiring employees to accept their awards, when spousal consent might also be advisable, and enforcement mechanisms. -
AI vs. B2B SaaS: Trends Reshaping How Companies PayAug 6, 2026
How AI is reshaping pay: engineer premiums, new roles, token allowances, flat leadership cash, bigger equity pools and performance vesting. -
How Do Companies Manage Mobility Compliance?Jul 29, 2026
Trends and insights into how companies manage global and domestic mobility compliance for their equity programs. -
Three Reasons to Be a MentorJul 26, 2026
Being a mentor has its advantages—here are three of them. (Plus a bonus—it’s rewarding!) -
IPO Equity Administration: A Readiness GuideJul 23, 2026
A phased guide to IPO equity administration readiness: governance, systems, cap table, Section 16, ESPP, and SOX prep. -
Planning for Equity on the Path to an IPOJul 16, 2026
Learn about the differences in how private and public companies use equity to reward employees. -
Managing Global Tax Withholding for Equity AwardsJul 15, 2026
Learn the top methods and rates companies use to manage global tax withholding on equity awards, including risks and best practices. -
Growing Your Career As a Stock Plan AdministratorJul 8, 2026
As businesses increasingly look to offer equity compensation to attract top talent, so to does the demand for skilled stock plan administrators. However, to truly advance in this specialized field, you need to focus on continuous education, to consistently develop the skills needed to advance your career. -
Section 102 Modifications: Israel's "Statutory Silence"Jul 1, 2026
Section 102 is silent on modifications. Learn how ITA rulings, re-grant treatment, and timing shape equity tax outcomes in Israel. -
Why Cap Table Complexity Spikes at 1,000 EmployeesJun 25, 2026
Cap table complexity accelerates past 1,000 employees. Learn why equity administration gets harder at scale and what stock plan teams can do about it. -
4 Trends in Trading Blackout PeriodsJun 24, 2026
The use of trading windows is nearly universal at public companies. Here are four trends in blackouts, including which employees and transactions are subject to blackout and how long trades are prohibited. -
Understanding Early Exercise and 83(b) ElectionsJun 18, 2026
Stock plan admin guide to 83(b) elections: early exercise, the 30-day deadline, ISO/NQSO reporting obligations, and what administrators own. -
Why Business Travelers Remain a Hidden Tax RiskJun 17, 2026
Business travelers face payroll and state income tax risks. Learn compliance rules, treaty exemptions, and how to track travelers. -
Profits Interests in LLCs: Key Features ExplainedJun 11, 2026
Profits interests explained: how they work in LLCs, how they differ from capital interests, and how to identify key features for equity compensation planning. -
Next-Day Deposit Rule: IRS Tightens Settlement RequirementJun 10, 2026
The IRS updated the Internal Revenue Manual to require one-day settlement for relief under the $100,000 next-day deposit rule. Learn what this means for equity compensation.