Blog - Simple List
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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. -
Leveraging Excel to Enhance Stock Plan RecordkeepingJan 10, 2024
Learn how you can use Excel to complement your stock plan recordkeeping system and optimize reporting and data management. -
Understanding Compliance Under Section 6039Jan 3, 2024
Understanding how to remain compliant under Section 6039 is crucial for companies offering ISOs and qualified ESPPs. -
SEC Enforcement of Section 16 ReportingDec 27, 2023
Recent charges in an ongoing SEC investigation of Section 16 filings implicate the need for effective compliance procedures and proper disclosure. -
From Traditional to Trendy: The Types of IPOsDec 6, 2023
An overview of the evolving landscape of initial public offerings, highlighting new methods companies are exploring to go public that go beyond the traditional IPO framework. -
Recent SEC Guidance on Pay vs. Performance DisclosuresNov 29, 2023
A summary of new and updated SEC Compliance and Disclosure Interpretations questions related to Pay vs. Performance Disclosures. -
Understanding Early Exercise and 83(b) ElectionsNov 22, 2023
In this article we'll be diving into the world of early exercising, exploring what it is, why employees might consider it, how it works for both NQSOs and ISOs, and the reporting requirements of an 83(b) election and the consequences of not filing on time -
Weighted Averages and Equity CompensationNov 15, 2023
What is a weighted average, where are weighted averages commonly used in equity compensation, and how do you calculate them? -
Do You Know Your Worth? The Art of Self AdvocacyNov 14, 2023
Self-advocacy has become not only a must when seeking to advance one’s career but a delicate skill that needs to be cultivated and developed in its own right. -
How Divorce Affects Equity AwardsNov 6, 2023
Learn why your company should have a divorce transfer policy and how a legal transfer of equity differs from a transfer of economic value. -
How State Payroll Taxes Apply to Mobile EmployeesOct 25, 2023
Many states now impose state payroll taxes, such as to fund family or medical leave programs. Here’s how these taxes can apply to mobile employees.