Blog - Simple List
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Remote Workers: The Modern Mobile Employee Comes With Mobility Tax Compliance ChallengesFeb 25, 2021
Do you know who your mobile employees are? A recent survey shows that a significant number of remote workers are on the move, resulting in unintended tax compliance failures. -
Final Section 162(m) RegulationsFeb 17, 2021
What you need to know about the final Section 162(m) regulations issued recently by the IRS. -
San Francisco Voters Approve CEO Pay Ratio TaxFeb 2, 2021
Companies with workers based in San Francisco could be subject to a new tax tied to the ratio of their highest-paid executive's pay to their median San Francisco work pay. Here's what you need to know about the tax. -
SEC Plans Changes for Forms 4, 5, and 144Jan 20, 2021
The SEC is planning to require electronic filing for Form 144, to give affiliates extra days to file it, and to add Rule 10b5-1 plan info to Forms 4 and 5. -
SEC Would Like to Make it Easier to Offer Stock to Gig WorkersJan 11, 2021
Does your ride-share driver have stock options? Does the person who delivered your dinner last night have RSUs? They don't right now, but under a new SEC proposal, they might be able to receive equity awards in the future. -
SEC Proposes Updates to Rule 701Jan 8, 2021
The SEC looks to make it easier for private companies to issue compensatory equity awards to employees and other service providers, including increasing issuance limits and simplifying required disclosures. -
SEC Allows Electronic Signatures for Forms 3, 4, and 5Jan 4, 2021
The SEC has updated the signature requirements for Forms 3, 4, and 5 to allow electronic signatures and to allow electronic copies of the forms to be retained. -
Section 16 Filings and COVID ReliefJan 4, 2021
The SEC is not as generous as the IRS when it comes to extending deadlines, but they are offering some relief with respect to EDGAR filings. -
5 Work from Home HacksDec 22, 2020
Tips for making working-from-home a success for your entire household. -
Cash or RSUs? Boeing Scraps Pay Increases in Favor of RSUs for 2021Dec 17, 2020
In a move that conserves cash and delivers value via stock compensation, Boeing opts to give RSUs in lieu of pay increases for 2021. -
The Value of Financial Wellness Benefits in Times of TurmoilDec 10, 2020
A study by UBS Workplace Wealth Solutions provides insights into how employees perceive financial wellness programs. -
SEC Proposes Updates to Form S-8Dec 8, 2020
Under a new SEC proposal, companies could file a single Form S-8 that covers all their stock plans. Here's a summary of the proposal. -
Accounting for Accelerating Service Conditions of Performance AwardsDec 3, 2020
How to account for the waiver/removal of service conditions from a performance award in connection with termination of employment--explained in fewer than 75 words. -
Are IPO Lockup Periods Negotiable? Maybe.Nov 24, 2020
With the emergence of direct listing and other alternatives to IPO, some underwriters are conceding to early-release provisions in post-IPO lockup agreements. -
5 Ways COVID-19 Is Affecting Equity Plans (and 1 Way It Isn’t)Nov 10, 2020
Many stock prices have recovered since the February crash but companies are still considering changes to their equity programs in response to current economic volatility. Here's what they are doing (and one thing they aren't). -
5 Things to Know About New 1099-NEC for NonemployeesNov 3, 2020
Stock compensation income for nonemployees is now reported on the new Form 1099-NEC. Learn 5 things to know about this change. -
How to Ensure Your Grant Procedures Are Scrutiny-ProofOct 27, 2020
The day after a company grants stock options, its stock increases by 1000%. Was it luck or manipulation? And how can you ensure your company isn't the subject of blog entries like this? -
3 Things for Your Year-End ChecklistOct 22, 2020
Three things you don't want to overlook in planning for 2020 year-end. -
Trends: 2020 Aggregate Share-Based CompensationOct 13, 2020
FW Cook publishes their 2020 report on Aggregate Share-Based Compensation, highlighting share usage trends for 300 sampled companies. -
A Tale of Three Employee Education ProgramsSep 30, 2020
How Nvidia, Cisco, and Nike are taking participant stock plan education to the next level!