Blog - Simple List
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Year-End Tax Reporting Questions Answered – Equity CompensationNov 27, 2024
A high level overview of some of our most frequently asked questions surrounding year end tax reporting -
Year-End Resources for Administrators and ParticipantsNov 23, 2024
Valuable resources to help both administrators and participants navigate through year-end. -
Understanding the Cost Basis of Equity Award SharesNov 20, 2024
What you need to know about how employees should report sales of stock acquired under stock plans on their tax returns and three things you can do to help employees avoid mistakes. -
SEC Announces Big Changes to EDGAR AccessNov 6, 2024
Access to EDGAR is changing, starting next year. Here’s a rundown of how this may impact you and your company’s insiders. -
Around the Globe: The Ultimate Guide to Maximizing Equity in PortugalOct 30, 2024
Portugal's 2023 tax reforms make it an attractive hub for startups, offering competitive stock option incentives that help businesses attract talent and foster innovation. -
Understanding Rule 701: Equity Compensation for Private CompaniesOct 30, 2024
Rule 701 allows private, non-reporting companies to issue equity to employees, directors, officers, and certain consultants in a compensatory context without the need for SEC registration. -
Profits Interest Units ExplainedOct 16, 2024
Profits Interest Units (PIUs) let LLC employees share future profits without upfront costs, offering tax benefits and payout structures based on earnings or growth, similar to stock options. -
Understanding Rule 144: Reselling Restricted and Control SecuritiesOct 16, 2024
Rule 144 is an important provision under the Securities Act of 1933 that provides a safe harbor for the public resale of restricted and control securities. -
It’s Time to Start Planning for Year-EndOct 9, 2024
Start scheduling meetings now with your internal (and external) partners to plan for a stress and emergency-free year-end. -
How Mobile Employees Are Taxed on Cashouts and Award AssumptionsOct 2, 2024
What is the correct tax treatment of a stock award for a mobile employee when the original equity award is assumed or converted into cash? -
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Operational Efficiency in Equity Plans: Turning Chaos into ClaritySep 25, 2024
Improving operational efficiency in equity compensation reduces costs, improves accuracy, minimizes risks, and enhances employee satisfaction through automation, error tracking, and compliance. -
Do Your Employees Understand Their Equity Awards?Sep 18, 2024
Equity awards are a cornerstone of modern compensation packages, but they often present challenges for both employees and employers. -
Managing Tax Withholding for Multinational ESPPsSep 11, 2024
Learn how to manage tax withholding for global ESPPs using local payroll, shares, or contributions and the benefits and downfalls of each approach. -
Tokens Over Equity? Reimagining Startup CompensationSep 4, 2024
Token compensation—a new approach that's changing how some startups think about rewarding talent. -
Tips for Global Stock Plan Tax WithholdingAug 28, 2024
Common approaches to managing tax withholding for multinational equity programs. -
Employee Education: 4 Easy Ways to Double Your Equity Plan EngagementAug 28, 2024
Equity compensation can be confusing and scary to the uninitiated. Learn 4 easy ways to educate your employees and increase engagement. -
Equity Without Access: The Growing Challenge of Liquidity in Private CompaniesAug 21, 2024
Liquidity—or the ability to convert equity into cash is a crucial part of equity compensation. It’s great to own equity worth X amount of dollars, but without the ability to liquify these shares, what do your employees really have other than a promise? -
Could a Robot Manage Your Equity Plan?Aug 14, 2024
How can AI be used to streamline equity plan administration, improve decision-making, and educate employees? Plus, concerns to be wary of. -
Growing Your Career As A Stock Plan AdministratorAug 7, 2024
As businesses increasingly look to offer equity compensation to attract top talent, so to does the demand for skilled stock plan administrators. However, to truly advance in this specialized field, you need to focus on continuous education, to consistently develop the skills needed to advance your career.