Blog - Simple List
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Foreign Exchange Controls: What Private Companies Must KnowOct 15, 2026
When vesting doesn’t guarantee value. See how foreign exchange controls can block global equity awards, and how private companies should prepare. -
Cost Basis for Equity Awards: What Employees Need to KnowOct 7, 2026
Learn why Form 1099-B often understates cost basis for equity awards and how employees can avoid overpaying tax on stock plan sales. -
Why Startups Grant Stock OptionsOct 1, 2026
Why private companies prefer stock options over RSUs—and when RSUs might still make sense depending on growth, taxes, and funding needs. -
Incentive Stock Options: How Section 422 Tax Treatment WorksSep 30, 2026
Learn how incentive stock options are taxed under Section 422, including AMT, holding periods, and qualifying vs. disqualifying dispositions. -
What Counts as a Day in Mobility Compliance?Sep 23, 2026
A day isn't defined the same everywhere. Learn how jurisdictions count days for mobility compliance and get practical tips for a consistent policy. -
Section 423 ESPP Tax Benefits: Qualifying vs. Disqualifying DispositionsSep 16, 2026
Learn how Section 423 ESPPs are taxed, including the statutory holding period and qualifying vs. disqualifying disposition rules, with examples. -
Section 162(m) in 2027: Are You Ready for the ARPA Five?Sep 9, 2026
Section 162(m) coverage expands to include the ARPA Five in 2027. Learn who's affected, IRS proposed regs, and how to prepare. -
Why Mature Private Companies Shift From Stock Options to RSUsSep 3, 2026
Why mature private companies shift from stock options to RSUs, including double-trigger vesting and current vesting trends. -
It’s Time to Start Planning for Year-EndSep 2, 2026
Start scheduling meetings now with your internal (and external) partners to plan for a stress and emergency-free year-end. -
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.