Blog - Simple List
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Life Events and Your Equity PlanApr 16, 2020
Thoughts on some of life's events and how to handle them relative to your equity plan. -
More COVID Relief: Form 144 and Section 83(b) ElectionsApr 13, 2020
Recent announcements from the SEC and the IRS make it easier to file Form 144 and extend the deadline to file Section 83(b) elections. Plus, don't miss our quick survey on COVID-19. -
Working From Home: A TourApr 9, 2020
For a little Friday fun, Barbara Baksa provides a tour of her home office/cat playroom. -
5 Tips to Support Stock Plan Participants Through a CrisisApr 9, 2020
Tips to help your stock plan participants navigate through any crisis. -
The Impact of Volatile Markets on Non-US ParticipantsMar 26, 2020
Marlene Zobayan of Rutlen Associates highlights three key ways that the current market volatility may effect non-US participants and their equity awards. -
Market Volatility and Your ESPPMar 24, 2020
When your stock price is in decline, employees contributions purchase a lot more shares in your ESPP. This can have significant implications in terms of your plan reserve, as well as purchase limitations (including the $25K limit). -
Navigating Times of ChaosMar 19, 2020
In living with the new norms of COVID-19, learn about resources available to navigate uncertainty within our stock plans. -
Market Volatility and Burn RatesMar 17, 2020
How depressed stock prices can burn through your plan reserve and strategies to contain share usage. -
What's New in the European UnionFeb 27, 2020
If you operate a stock plan in the European Union, or are considering doing so, it's essential to get up to speed on the Prospectus Regulation. -
New HSR Thresholds Announced for 2020Feb 25, 2020
Failure to comply with the Hart-Scott-Rodino Act can be a $40,000 per day mistake. Read this blog entry to learn more about the HSR Act and find out what the filing thresholds are for 2020. -
The Case for ESPPs and Upping ParticipationFeb 12, 2020
Why should companies have an ESPP and what can be done to increase participation? -
New Reporting Form for Compensation Paid to NonemployeesFeb 12, 2020
Forget Form 1099-MISC; compensation paid to outside directors, consultants, and other nonemployees will now be reported on new Form 1099-NEC. -
Preparing Stock Plans for an Economic DownturnFeb 6, 2020
What should companies consider doing to prepare their stock plans for the potential of an economic downturn? -
Underwater Stock Options: Is a Stock Price Forfeiture Provision the Answer?Jan 16, 2020
Could a stock price forfeiture provision in grant agreements solve the challenge of what to do about substantially underwater options? -
Financial Wellness Programs: Why Equity Compensation Should be IncludedJan 9, 2020
Why companies should consider offering employees a financial wellness program that incorporates equity compensation. -
Pay-for-Performance at Smaller-Cap CompaniesJan 2, 2020
Willis Towers Watson reports findings on CEO pay-for-performance across small cap companies. -
Do Restricted Stock & Units Increase Overtime Pay?Dec 3, 2019
Should restricted stock and RSUs be treated as part of an employee's regular rate of pay for purposes of calculating overtime payments? -
ISS Targets Evergreen ProvisionsNov 18, 2019
ISS has announced that it will automatically recommend that shareholders vote against plans that include an evergreen provision. -
Final Rules for 401(k) Hardship Withdrawals and ESPP ContributionsOct 29, 2019
The IRS has issued final rules implementing the changes the Bipartisan Budget Act of 2018 made to requirements for hardship withdrawals from 401(k) plans. This change has implications for employee stock purchase plans. -
Insider Trading: Would You Sell Your Career for $100,000?Oct 17, 2019
Would you sell yourself out, or throw away your career, for $100,000? Law professor Peter Henning frames insider trading within that question, while law firm King and Spalding provides best practices for insider trading compliance policies and administration.