Blog - Simple List
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Boost ESPP Participation with Smart Education StrategiesAug 6, 2025
Discover strategies to boost ESPP participation through targeted education, multi-channel communication, and ongoing evaluation. -
The Rules on Tax Withholding for Outside DirectorsJul 30, 2025
Why you can't withhold taxes for outside directors no matter how much they might want you to and two scenarios in which you have to withhold taxes for them. -
6 Trends in Performance-Based Equity AwardsJul 23, 2025
Explore six key trends in performance-based equity awards, from metric design to industry adoption and evolving award structures. -
Taxation When Employment Status Has ChangedJul 16, 2025
How are stock plan transactions taxed when they occur after the award holder has changed employment status (from employee to nonemployee or vice versa)? -
Why Start-ups Grant Stock OptionsJul 15, 2025
Why private companies prefer stock options over RSUs—and when RSUs might still make sense depending on growth, taxes, and funding needs. -
Rule 10b5-1 Plan Abuse Leads to PrisonJul 9, 2025
Insider trading conviction under a 10b5-1 plan shows the risks of plan abuse and highlights the SEC’s new cooling-off rule. -
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Online Filing Now Available for Section 83(b) ElectionsJul 2, 2025
The IRS now allows Form 15620 to be used to file Section 83(b) elections online. Here’s what you need to know about it. -
How Much is Enough? Sizing Equity Awards in Private CompaniesJun 26, 2025
Equity only works when awards are sized right. Learn how to design guidelines that will control dilution, align pay, and meet employee expectations. -
Mobility and Equity Awards: Timing Is EverythingJun 25, 2025
Learn how timing employee relocations around equity events like RSU vest dates and option exercises can reduce tax risks. Smart moves save money. -
Section 431 Election: What It Is and Why It MattersJun 19, 2025
Understand Section 431 elections in the UK: deadlines, filing requirements, templates, tax benefits, risks, and how to optimize your equity plans. -
Why Buyout Grants Are a Bad IdeaJun 18, 2025
Offering to buy out or replace grants a prospective employee will forfeit upon resigning from their current employer is a very common practice. But you could be buying out another company’s poor pay practices. -
David vs Goliath: 3 Ways Startups Are Beating Public CompaniesJun 12, 2025
In a tight talent market, high-growth startups are coming up with increasingly creative ways to attract and retain their team. This includes offering periodic liquidity programs, longer stock option exercise windows, and investing in equity education. -
How Do You Calculate the ESPP $25,000 Limit?Jun 11, 2025
This blog entry explains how to calculate the number of shares employees can purchase under the yearly $25,000 limit that applies to qualified ESPPs. -
5 Trends in Full Value AwardsJun 4, 2025
Full value awards dominate the equity compensation landscape for public companies. Discover trends in award eligibility, vesting, and retirement provisions. -
Are UK EMI Grants Right for Your Equity Program?May 29, 2025
EMI options are a powerful, tax-advantaged tool to help UK-based small and medium-sized companies reward key talent. Learn more in this blog entry. -
Fixing Mistakes: Form 4 Reporting ErrorsMay 28, 2025
Sometimes mistakes are made when filing Forms 4. Here's how to correct them. -
6 Ways Equity Plan Accounting Differs for Private CompaniesMay 22, 2025
From valuation to early exercises and double-trigger RSUs, private companies face unique challenges in accounting for their equity programs. -
Designing Retirement Provisions for AwardsMay 21, 2025
It’s common to pay out RSUs for retirees, but how should payouts be structured? Explore the pros and cons of acceleration, continued vesting, and full vs. pro rata payouts. -
Trends in Global Equity Incentives: Prevalence and PracticesMay 14, 2025
Explore how U.S. multinationals structure equity compensation globally, including award types, grant practices, and country-specific adjustments. -
4 Ways Equity Awards Can Help Cash FlowMay 7, 2025
Is your company feeling the pinch right now when it comes to cash flow? Here are four ways your equity plan can come to the rescue.