Blog - Simple List
-
Why Buyout Grants Are a Bad IdeaJun 18, 2025
Offering to buy out or replace grants a prospective employee will forfeit upon resigning from their current employer is a very common practice. But you could be buying out another company’s poor pay practices. -
How Do You Calculate the ESPP $25,000 Limit?Jun 11, 2025
This blog entry explains how to calculate the number of shares employees can purchase under the yearly $25,000 limit that applies to qualified ESPPs. -
5 Trends in Full Value AwardsJun 4, 2025
Full value awards dominate the equity compensation landscape for public companies. Discover trends in award eligibility, vesting, and retirement provisions. -
Are UK EMI Grants Right for Your Equity Program?May 29, 2025
EMI options are a powerful, tax-advantaged tool to help UK-based small and medium-sized companies reward key talent. Learn more in this blog entry. -
Fixing Mistakes: Form 4 Reporting ErrorsMay 28, 2025
Sometimes mistakes are made when filing Forms 4. Here's how to correct them. -
6 Ways Equity Plan Accounting Differs for Private CompaniesMay 22, 2025
From valuation to early exercises and double-trigger RSUs, private companies face unique challenges in accounting for their equity programs. -
Designing Retirement Provisions for AwardsMay 21, 2025
It’s common to pay out RSUs for retirees, but how should payouts be structured? Explore the pros and cons of acceleration, continued vesting, and full vs. pro rata payouts. -
Trends in Global Equity Incentives Prevalence and PracticesMay 14, 2025
Explore how U.S. multinationals structure equity compensation globally, including award types, grant practices, and country-specific adjustments. -
4 Ways Equity Awards Can Help Cash FlowMay 7, 2025
Is your company feeling the pinch right now when it comes to cash flow? Here are four ways your equity plan can come to the rescue. -
Stock Option Early Exercises: Accounting ConsiderationsMay 1, 2025
Early stock option exercises are common a private companies. Learn how they impact expense recognition, tax reporting, EPS, and disclosures. -
Is Transaction Code J Hiding Insider Trading?Apr 30, 2025
A recent study finds fault with the use of code J when reporting transactions on Form 4. Here's what you need to know about it. -
New Mobility Tax Risks as Countries Attract Remote WorkersApr 23, 2025
Countries are using visas and tax breaks to compete for workers. Learn how these programs create new mobility tax compliance risks for employers. -
Avoid 5 Critical Cap Table Management MistakesApr 17, 2025
Avoid costly equity errors. Learn the top 6 cap table mistakes startups make—and how the right tools can simplify equity management and compliance. -
Why Multiday Averages Make Sense for Grant SizingApr 16, 2025
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. -
EDGAR Down When You Need It? Request a Filing Date AdjustmentApr 14, 2025
What can you do when you are up against a Form 4 filing deadline and your power goes out or EDGAR is down? Filing date adjustments to the rescue--learn all about them in today's blog entry. -
Readying Equity Plans for the Public StageApr 3, 2025
Explore six essential strategies for building equity programs that not only withstand public market pressures but actively contribute to sustained performance. From thoughtful plan design and executive alignment to scalable infrastructure, inclusive ownership, and timely ESPP launches, these best practices help companies transition from IPO-ready to IPO-proven. -
What Can You Do About Underwater Equity Awards?Apr 2, 2025
It’s a bear market: your company’s stock price is down, outstanding equity awards have lost value, and employees want to know what the company is going to do about it. Here are five strategies to consider. -
Educating Start-Up Employees on the Value of Their EquityMar 27, 2025
Many employees at private companies don’t fully understand their equity grants or what to do with them. And that lack of understanding? It comes at a cost. This blog discusses the risks of failing to help employees at pre-IPO companies understand their equity and offers tips on how to educate employees. -
Fixing Mistakes: Operational Errors in Section 423 PlansMar 26, 2025
Common errors that occur during the operation of ESPPs and how to fix them. -
6 Principles for Accounting for Stock-Based CompensationMar 19, 2025
Learn six fundamental principles that govern how much expense companies recognize for stock-based compensation and when they recognize that expense.