Blog - Simple List
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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. -
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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? -
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. -
Employee Education: 4 Easy Ways to Double Your Equity Plan EngagementAug 28, 2024
Equity compensation can be confusing and scary to the uninitiated. Learn 4 easy ways to educate your employees and increase engagement. -
Equity Without Access: The Growing Challenge of Liquidity in Private CompaniesAug 21, 2024
Liquidity—or the ability to convert equity into cash is a crucial part of equity compensation. It’s great to own equity worth X amount of dollars, but without the ability to liquify these shares, what do your employees really have other than a promise? -
Could a Robot Manage Your Equity Plan?Aug 14, 2024
How can AI be used to streamline equity plan administration, improve decision-making, and educate employees? Plus, concerns to be wary of. -
Growing Your Career As A Stock Plan AdministratorAug 7, 2024
As businesses increasingly look to offer equity compensation to attract top talent, so to does the demand for skilled stock plan administrators. However, to truly advance in this specialized field, you need to focus on continuous education, to consistently develop the skills needed to advance your career. -
How to Source Equity Comp Income for Mobile EmployeesJul 31, 2024
Understanding the difference between grant-to-vest and grant-to-exercising sourcing methods and when each method is used. -
Are You Sure You Want to Pause Vesting for Leaves?Jul 23, 2024
In this article we’ll be making the case as to why adjusting vesting for leaves is not advisable, highlighting the challenges, legal complexities, and impacts on employee morale and gender equity. -
What Is the Taxable Event for RSUs?Jul 17, 2024
What is the taxable event for RSUs: the vest/payout date or the date shares are deposited in employee's brokerage accounts? -
Equity Management and the Foundations of OwnershipJul 17, 2024
The goal of managing a company’s equity is fundamentally a job of managing ownership, but what is ownership? -
Around the Globe: A Guide to Equity Grants in Poland's Thriving R&D LandscapeJul 10, 2024
Around the Globe: Explore Poland's rise as an R&D hub and how companies can navigate equity grants to attract and retain top talent, ensuring compliance and leveraging Poland's dynamic growth and innovative potential. -
10 Things You Forgot to Remember Before Your IPOJul 10, 2024
During the pre-IPO process there are many things that can go wrong that can significantly impact the success of your IPO, and amid the whirlwind of activity of an initial public offering, it’s not uncommon for key areas to get overlooked.