Blog - Simple List
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New Form for Section 83(b) ElectionsDec 4, 2024
The IRS has issued new Form 15620 which can be used to file Section 83(b) elections. Here’s what you need to know about it. -
Valuation and Compensation Implications of Private TransactionsDec 3, 2024
Private transactions create unique challenges around both granting and reporting for company equity. -
Year-End Tax Reporting Questions Answered – Equity CompensationNov 27, 2024
A high level overview of some of our most frequently asked questions surrounding year end tax reporting -
Year-End Resources for Administrators and ParticipantsNov 23, 2024
Valuable resources to help both administrators and participants navigate through year-end. -
Understanding the Cost Basis of Equity Award SharesNov 20, 2024
What you need to know about how employees should report sales of stock acquired under stock plans on their tax returns and three things you can do to help employees avoid mistakes. -
SEC Announces Big Changes to EDGAR AccessNov 6, 2024
Access to EDGAR is changing, starting next year. Here’s a rundown of how this may impact you and your company’s insiders. -
Around the Globe: The Ultimate Guide to Maximizing Equity in PortugalOct 30, 2024
Portugal's 2023 tax reforms make it an attractive hub for startups, offering competitive stock option incentives that help businesses attract talent and foster innovation. -
Understanding Rule 701: Equity Compensation for Private CompaniesOct 30, 2024
Rule 701 allows private, non-reporting companies to issue equity to employees, directors, officers, and certain consultants in a compensatory context without the need for SEC registration. -
Year-End Tax UpdatesOct 23, 2024
Updates on the Social Security wage base and other tax changes, plus key resources for year-end tax reporting. -
Profits Interest Units ExplainedOct 16, 2024
Profits Interest Units (PIUs) let LLC employees share future profits without upfront costs, offering tax benefits and payout structures based on earnings or growth, similar to stock options. -
Understanding Rule 144: Reselling Restricted and Control SecuritiesOct 16, 2024
Rule 144 is an important provision under the Securities Act of 1933 that provides a safe harbor for the public resale of restricted and control securities. -
It’s Time to Start Planning for Year-EndOct 9, 2024
Start scheduling meetings now with your internal (and external) partners to plan for a stress and emergency-free year-end. -
How Mobile Employees Are Taxed on Cashouts and Award AssumptionsOct 2, 2024
What is the correct tax treatment of a stock award for a mobile employee when the original equity award is assumed or converted into cash? -
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What Do Investors Look for on Your Cap Table?Sep 25, 2024
Cap tables offer a snapshot of your company’s current and future ownership, showing how much control the founders retain, how much equity is available for future hires or investors, and what the potential dilution effects are. -
Operational Efficiency in Equity Plans: Turning Chaos into ClaritySep 25, 2024
Improving operational efficiency in equity compensation reduces costs, improves accuracy, minimizes risks, and enhances employee satisfaction through automation, error tracking, and compliance. -
Do Your Employees Understand Their Equity Awards?Sep 18, 2024
Equity awards are a cornerstone of modern compensation packages, but they often present challenges for both employees and employers. -
Managing Tax Withholding for Multinational ESPPsSep 11, 2024
Learn how to manage tax withholding for global ESPPs using local payroll, shares, or contributions and the benefits and downfalls of each approach. -
Tokens Over Equity? Reimagining Startup CompensationSep 4, 2024
Token compensation—a new approach that's changing how some startups think about rewarding talent. -
Tips for Global Stock Plan Tax WithholdingAug 28, 2024
Common approaches to managing tax withholding for multinational equity programs.