Blog - Simple List
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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. -
The Six Inputs of an Option Pricing ModelOct 17, 2023
Unravel the six primary inputs that ASC 718 requires any option-pricing model being used, to incorporate in its calculations. -
Why Your Qualified ESPP Should Offer a 15% DiscountOct 4, 2023
Want an ESPP that is a compelling investment alternative for employees and a competitive benefit? Make sure the plan offers a 15% discount. -
When Is the Grant Date Under ASC 718?Sep 27, 2023
The four key principles that determine when an award is considered granted for expense purposes. -
From Startup to Unicorn: Why the Shift to RSUs?Sep 21, 2023
Why startups are transitioning to RSUs as they mature into unicorns. -
Scaling Up? The Challenges Every Start-Up FacesAug 30, 2023
A guide on how to use equity compensation to attract and retain top level talent when aggressively scaling your start-up. -
How to Withhold and Deposit Taxes on Equity AwardsAug 23, 2023
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. -
Are You Ready for T+1 Settlement?Aug 16, 2023
Learn how the shift to a one-day settlement period will change stock plan administration and what you need to do to prepare. -
Global Considerations for Cashing Out Equity Awards in MergersAug 9, 2023
Cashing out equity in a merger can have unintended consequences for award holders outside the US. Here’s what you need to know. -
How Social Taxes Apply to Mobile EmployeesAug 2, 2023
The income allocation rules for social taxes on equity awards held by mobile employees are even less clear than those for income tax. Here’s what you need to know. -
Managing Tax and SAFE Registration in ChinaJul 26, 2023
Understand how companies manage SAFE registration and Circular 35 when offering equity plans in China.