Blog - Simple List
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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. -
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. -
Trends in Executive Equity Services and TransactionsMar 12, 2025
Learn how your executive equity services and insider trading compliance practices compare to your peers. -
Who Should Own the Cap Table?Mar 6, 2025
Your cap tracks who owns your company. But who should own the cap table? In this blog entry, we look at several strategies for early and mid-stage private companies. -
How Companies Adjust Equity Awards for RetirementMar 5, 2025
Learn what happens to equity awards when employees retire. -
Rethinking Four-Year VestingFeb 27, 2025
Examine the reasons for and limitations of four-year vesting and consider alternatives that might be a better fit for some start-ups. -
Could Fractional Shares Benefit Your Stock Plan Participants?Feb 26, 2025
You may have dreaded fractions in math class, but they can be a real benefit when it comes to your stock plans. Learn how fractional shares can increase the value delivered to participants. -
Coordination Required for EDGAR Next EnrollmentFeb 19, 2025
The SEC’s new EDGAR Next platform will require considerably more coordination between companies who share reporting insiders. Here’s why and how. -
Acronyms Commonly Used in Equity CompensationFeb 13, 2025
Does equity compensation sometimes feel like a foreign language or a big bowl of alphabet soup? This blog entry will help you sort through the most commonly used acronyms. -
IRS Proposes Regs Expanding 162(m) to Ten EmployeesFeb 12, 2025
The IRS proposed regulations on the additional five employees covered under Section 162(m), as required under the American Rescue Plan Act of 2021. -
Trends in ESPPs: Five Facts and a MythFeb 5, 2025
The good news: ESPPs are common, offer great benefits to employees, and result in long-term employee ownership. The bad news: participation rates are low. These and other ESPP trends from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey. -
A Quick Guide to Equity Grants for Private CompaniesJan 30, 2025
An A to Z guide to the various vehicles private companies can use to offer equity to employees, including strategic considerations for each vehicle.