Blog - Simple List
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Year-End Tax UpdatesOct 24, 2025
Updates on the Social Security wage base and other tax changes, plus key resources for year-end tax reporting. -
A Private Company’s Guide to Equity Compensation Market DataOct 16, 2025
A guide to equity benchmarking tools, learn where private companies find reliable market data for compensation. -
Global Stock Compensation: Key Considerations and ResourcesOct 15, 2025
Key considerations for global equity programs and resources that can be used to research tax and legal compliance requirements. -
Accounting Complexities of Incentive Stock Options and the $100K LimitOct 9, 2025
Explore ISO accounting, tax, and disclosure challenges under the $100K limit and how to ensure accurate financial reporting -
How to Withhold and Deposit Taxes on Equity AwardsOct 8, 2025
Answers to common questions on withholding for US federal tax purposes, such as what rate to use and when taxes need to be deposited with the IRS. -
What Do Investors Look for on Your Cap Table?Oct 2, 2025
Investors scrutinize cap tables for equity balance, dilution risks, governance, and transparency. Learn what they seek to build trust and invest. -
How a Government Shutdown Affects Your Equity PlanOct 1, 2025
Find out how SEC and IRS operations during a shutdown affect your company’s equity plans. -
4 Strategies for RSUs Vesting During Blackout PeriodsSep 24, 2025
How to cover RSU taxes when vesting falls in a trading blackout—using share withholding, 10b5-1 plans, and other strategies. -
Vested Equity and Employee Exits at Private CompaniesSep 18, 2025
Learn how private firms handle vested equity at employee exits, with insights on repurchase policies, retention, and shareholder alignment. -
Expiring Options? The Case for Automatic ExerciseSep 17, 2025
Preventing in-the-money options from expiring unexercised can benefit employees and reduce plan costs for the company. -
Is a Secondary Sales Program Right for Your Private Company?Sep 11, 2025
Explore how private companies can use secondary sales to provide employee liquidity, manage 409A valuation risks, and improve employee retention. -
How to Audit Your Upcoming ESPP PurchaseSep 10, 2025
A list of audits to perform that can help you feel more confident that your records are error-free before you finalize the purchase results. -
How Stock Options Are Taxed in Canada: A Guide for EmployersSep 4, 2025
Learn how stock options are taxed in Canada. This employer-focused guide covers withholding, the 50% deduction, and CCPC rules for full compliance. -
Navigating Retirement Provisions and FICA for RSUsSep 3, 2025
How FICA taxation applies to RSUs that will be paid out on or after retirement and IRS rules that can help you administer the FICA payments. -
What Are the Journal Entries Required for RSUs?Aug 27, 2025
Understand the journal entries necessary to record restricted stock unit awards in your general ledger from grant to release. -
Making Employee Share Plans More Attractive in EuropeAug 21, 2025
Offering equity plans in Europe is complicated; learn about barriers companies face and potential legislative solutions. -
Understanding the Nuances of Relative TSR AwardsAug 20, 2025
Companies that grant relative TSR awards have some important decisions to make about how the awards will work. Here are some features to consider. -
Navigating Option Expirations: Considerations for UK EmployersAug 14, 2025
As options near expiration, UK companies must decide whether to extend or modify the options, or let them expire. -
Tax Withholding and Reporting for Equity AwardsAug 13, 2025
Learn the basics of tax withholding and reporting for equity awards in the United States. -
How to Handle ISO Valuation and the $100K LimitAug 7, 2025
Understand ISO valuation, the $100K limit, and key compliance steps for accurate reporting and fair treatment.