Blog - Simple List
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Private Company Equity Terms: Rule 701, 409A & Cap TableFeb 12, 2026
Decode key private company equity terms: Rule 701, 409A valuations, cheap stock, and cap table mechanics for stock plan admins from public companies. -
Refresher Grants: A Founder’s Guide to Equity RetentionFeb 5, 2026
Learn how refresher grants work, when to use promotion, performance and tenure refreshers, and how founders manage dilution as companies grow. -
Hiring in Israel: How Section 102 Shapes Equity CompensationFeb 4, 2026
Israel’s Section 102 shapes equity compensation through tax deferral and a 25% capital gains rate. Learn key compliance requirements. -
Back to Basics: Fair Value and Fair Market Value ExplainedJan 29, 2026
Learn the differences between fair value and fair market value and how they affect equity compensation, reporting, and tax compliance. -
Proxy Season Prep: ISS Changes Affecting Equity PlansJan 28, 2026
ISS 2026 updates add a new Equity Plan Scorecard overriding factor and change burn rate benchmarks. What plan sponsors should know. -
Private Company Option Exchanges: A Practical How-To GuideJan 22, 2026
A practical guide to executing private company stock option exchanges with precision, controls, and audit-ready administration. -
Myths That Lead to Mobility Tax MistakesJan 21, 2026
Avoid costly mobility tax mistakes by busting common equity compliance myths for mobile employees. -
A Toolkit for Private Company Performance AwardsJan 15, 2026
A toolkit to performance awards in private companies, covering design, metrics, tax, accounting, and common pitfalls. -
SEC Considers Overhauling Proxy and Other DisclosuresJan 13, 2026
The SEC is exploring changes to Regulation S-K that could reshape proxy and executive pay disclosures for public companies. -
Private Company Stock Option Repricing: A Legal GuideJan 8, 2026
Legal considerations for private company stock option repricings, including consent, tender offers, ISOs, Rule 701, and cross-border issues. -
Section 16: The Basics of Forms 3, 4, and 5Jan 7, 2026
A practical guide to Section 16 filings, including Forms 3, 4, and 5, designed for new stock plan administrators and legal professionals. -
Managing Exercise Timing Risk in Private Company Stock PlansJan 2, 2026
How private companies can manage stock option exercise timing to reduce tax risk, protect cap tables, and maintain compliance. -
Stock Ownership Guidelines for Executives: Key TrendsDec 31, 2025
Key trends in executive stock ownership guidelines, including ownership multiples, equity awards, and how companies manage volatility. -
A Case Study in Fixing Broken Long-Term Equity IncentivesDec 26, 2025
How True Talent Advisory redesigned equity compensation to restore clarity, alignment, and ownership as the company scaled globally. -
2026 Equity Plan Trends: What Companies Are ChangingDec 24, 2025
Learn how companies are updating equity plans in 2026, including trends in equity pools, burn rates, budgets, and performance awards. -
Equity Compensation for Companies That Never Go PublicDec 18, 2025
Equity plan strategies for private companies that never plan to go public, focusing on liquidity, governance, and long-term incentives. -
Essential Private Company Equity Comp Topics for 2025Dec 11, 2025
Top private company equity compensation topics for 2025, including cap tables, grant sizing, accounting, early exercises, and 83(b) updates. -
Fair Value Guide for Private Company Equity AwardsDec 4, 2025
Learn the three-step process for valuing private company equity compensation under ASC 718 and IFRS 2. -
Tips and Updates for Forms 3921 and 3922Dec 3, 2025
Electronic filing of Forms 3921 and 3922 now required for more than 10 returns and other key things to know about these filings. -
Private Company Option Exchanges Guide: Overview & CostsNov 28, 2025
Private company guide to option exchanges, covering costs, benefits, ASC 718 impacts, and key considerations for equity compensation strategy.