Blog - Simple List
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4 Trends in Trading Blackout PeriodsApr 10, 2024
The use of trading windows is nearly universal at public companies. Here are four trends in blackouts, including which employees and transactions are subject to blackout and how long trades are prohibited. -
Equity Management Challenges in Global Market ExpansionApr 4, 2024
Expanding into a new market is a crucial stepping stone for any business. Capitalizing on growth opportunities and seeking to win market share from competitors is an exciting step, but entering a new territory also creates challenges for those responsible for equity and cap table management. -
Disqualifying vs Qualifying: ISOsApr 3, 2024
Tax-qualified awards, like ISOs, give employees the opportunity to obtain the best possible tax treatment on their awards, subject to their type of disposition. -
Private Companies: The Progression of an Equity StrategyApr 1, 2024
Equity compensation plans are essential for attracting, retaining, and motivating key talent. For private companies, the approach to these plans must evolve based on the company's current stage of development. -
Protecting Employees From the Alternative Minimum Tax TrapMar 28, 2024
Unbeknownst to many taxpayers, every time you file your taxes a calculation for AMT happens in the background. -
5 Things to Know About Award ModificationsMar 27, 2024
Before you modify any equity awards, you need to be aware of these five crucial points. Pay special attention to point #4! -
Dividends and Equivalents: Ten Things to KnowMar 20, 2024
Understand the nuances of administering dividends and dividend equivalent payments for restricted stock and units. -
Who Can Approve Equity Grants? Flexibility for Delaware CorporationsMar 13, 2024
Delaware law offers flexibility to companies who want to delegate authority to approve equity grants to management. Learn what the rules are and key questions to consider before updating your grant processes. -
83(b) Election: The Multi-Million-Dollar Ticking Time BombMar 6, 2024
The 83(b) election represents a multi-million-dollar ticking time bomb for unaware founders, who risk severe financial consequences and future venture deal complications by missing this critical tax filing due to its obscure nature, stringent 30-day deadline, and intricate filing requirements. -
Stock Plan Administration: The Intersection of Finance, Legal & HRMar 6, 2024
Stock plan administrators play a key role, bridging finance, legal, and HR. Ensuring equity programs are tax-compliant, legally sound, and understood by employees. -
Statutory Stock Certificates and Modern Equity Management AlternativesMar 3, 2024
Delaware supports digital and book entry share tracking as modern, efficient alternatives to traditional statutory stock certificates, reducing administrative burden and complexity for private companies. -
The Crucial Role of Cap TablesFeb 29, 2024
Cap Tables are vital for tracking company ownership and ensuring business success. Accurate, real-time management is crucial to avoid issues during fundraising or audits, involving knowledge across legal, HR, and finance. -
How Leap Year Affects Equity AwardsFeb 29, 2024
Leap day can add a day to holding periods for tax purposes, affect tax calculations for mobile employees, and affect expense accruals. -
A Pathway to Generational Wealth: The Case for Equity CompensationFeb 21, 2024
Equity compensation is the key to building generational wealth for first-generation Americans and professionals of color -
Are You Sure You’re Ready for an RSU Release?Feb 14, 2024
A step-by-step guide to help get you ready for an upcoming lapse event; by someone with far too much experience -
Managing Tax Collection at Source for Equity Plans in IndiaFeb 7, 2024
India has adopted new rules requiring taxes to be collected on foreign remittances, including payments for stock acquired under equity plans. -
Court Rules Tesla Mega Grant Is ExcessiveFeb 1, 2024
A Delaware court ruled that Elon Musk must return his massive grant. Learn what is interesting about the rule and what it might mean for your company. -
Transitioning to T+1 Settlement: The ImpactJan 31, 2024
T+1 is right around the corner, here are some of the anticipated impacts that the transition to T+1 will have on stock plan administration. -
Preferred Shares: How They Can Affect Your EmployeesJan 24, 2024
In this current climate where investor friendly deals have become more prominent than in times past, it’s important to know what affect preferred shares can have on your common share holders. -
State Tax Compliance for Mobile Employees with Stock AwardsJan 17, 2024
State tax authorities have taken note of the relocation and remote work phenomenon and are increasing enforcement. Here’s what you need to know.