Blog - Simple List
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Timely Tax Deposits for Stock Plan TransactionsApr 5, 2023
Get an overview of the rules governing the timing for when tax withholding for stock plan transactions must be deposited with the IRS. -
International Considerations for Executive Severance PlansMar 29, 2023
Extending severance plans to non-US executives is difficult; here are three approaches companies can consider to provide equivalent severance benefits outside the United States. -
Updates on SEC Rulemaking Affecting Company InsidersMar 15, 2023
The latest developments for Forms 4 and 5, Form 144, 10b5-1 plans, clawback requirements and more. -
Impact of New Exchange Control Rules in India on Equity AwardsMar 1, 2023
New rules apply to equity awards issued to Indian residents. Here’s what you need to know about them. -
How Does the 1% Excise Tax on Buybacks Apply to Equity Awards?Feb 22, 2023
Learn how IRS Notice 2023-2, which provides guidance on the 1% excise tax on stock repurchases under the Inflation Reduction Act, addresses equity plan transactions. -
Are Your Tax Processes Ready for the Return of Business Travel?Feb 15, 2023
With business travel ramping back up this year, companies will need to revisit their mobility compliance procedures for these employees. -
How to Size Grants When Your Stock Price is VolatileFeb 8, 2023
Stock price volatility can wreak havoc on burn rates and stock plan reserves. This blog explores strategies to get grant sizes back under control. -
Disclosing Executive Compensation in the Proxy StatementFeb 1, 2023
As a stock plan administrator, you likely have a key role in preparing the executive compensation disclosures for your proxy statement. Here is a summary of what’s required. -
How the Amended Malaysian Employment Act Affects Equity PlansJan 18, 2023
In light of recent amendments to the Malaysian Employment Act, companies will need to re-evaluate payroll deduction requirements and potential translation requirements when offering equity awards or an ESPP in Malaysia. -
How to Report Equity Plan Transactions on Forms W-2 and 1099Jan 4, 2023
Answers to your questions about how to report equity plan transactions on Form W-2, Form 1099-NEC, Form 1099-MISC, and Form 1099-DIV. -
UK Tax Policy Reversals and Their Effect on Equity AwardsDec 7, 2022
Tax rates in the UK changed this year, and then, in some cases, changed again. Here is a summary of the new rates and how they affect equity plans. -
Career Spotlight: Leveraging Military Experience in Equity CompNov 29, 2022
Galahad Dong on how having a role in both comp design and plan admin is beneficial and how his experience in the military has helped his career. -
SEC Stepping Up Enforcement of 10b5-1 Trading PlansNov 22, 2022
The SEC has brought an enforcement action relating to 10b5-1 plans and may be planning more. Here’s what you need to know to protect your insiders. -
Weighing the Pros and Cons of ESPP FeaturesNov 17, 2022
A discussion of the merits of ESPP features, including tax qualification, fractional share purchases, cashless participation, and lookbacks. -
Leave of Absence Policies for Equity AwardsNov 9, 2022
Implementing a policy to suspend vesting while employees are on leaves of absence may be more complicated than you think. This blog entry discusses some of the key considerations in the US and other countries. -
How Do State Taxes Apply to Mobile and Remote Workers?Oct 19, 2022
More employees are working remotely than ever before. This new flexibility can complicate state tax withholding requirements. Here’s what you need to know about it. -
How an Equity Plan Team Can Add Value in a RecessionOct 6, 2022
Your global stock plan might be an opportunity for some belt-tightening. This blog explores recharge arrangements, tax-qualified plans, and other strategies to cut costs without significantly impairing employee benefits. -
How Companies Manage Tax Compliance for Equity ProgramsSep 29, 2022
Trends in tax compliance for stock-based awards, such as how companies manage tax deposits, which stakeholders are responsible for tax compliance, and the methods companies use to educate employees on how equity awards are taxed. -
Should Your Global Equity Plan Include Recharge Arrangements?Sep 13, 2022
As companies look for innovative ways to manage equity plan costs in turbulent economic times, one area often overlooked is the potential benefits from charging the cost of the equity awards to the non-US subsidiaries employing the award recipients. -
A Guide to the SEC’s New Pay-for-Performance DisclosuresSep 1, 2022
The SEC has adopted rules requiring companies to disclose how executive pay compares to company performance. Learn the key elements of the new pay-for-performance disclosure, such as how compensation is determined and which financial measures to use.