Blog - Simple List
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What Are RSUs: A Fundamental Guide for the Equity ProfessionalJul 19, 2023
A fundamental guide on restricted stock units for equity professionals of all stages. -
You May Need a New TCC to File Forms 3921 and 3922Jul 11, 2023
Submitting forms 3921 or 3922 electronically? You may need to apply for a new TCC by August 1. -
Trends in Stock Ownership GuidelinesJul 5, 2023
The latest trends in stock ownership guidelines and retention requirements for executives and outside directors. -
Four Solutions for RSUs Vesting During a BlackoutJun 28, 2023
Four solutions to ensure that trading windows don't prevent employees from being able to cover the taxes due on restricted stock and unit vesting events. -
Expiring Options? The Case for Automatic ExerciseJun 21, 2023
Preventing in-the-money options from expiring unexercised can benefit employees and reduce plan costs for the company. -
SEC Updates: Rule 10b5-1 Interpretations, EDGAR Access, and MoreJun 14, 2023
The SEC has answered a few questions on amended Rule 10b5-1 and added the EDGAR Access project back to its short-term agenda. -
You Are Running Out of Time to Adopt a Clawback PolicyJun 7, 2023
The SEC has approved exchange listing standards requiring companies to implement policies to recover compensation awarded to executive officers that later turns out to be erroneous as a result of a material financial restatement. Here’s what you need to know. -
Beneficiary Designation DrawbacksMay 31, 2023
Beneficiary designations may seem like a good idea for equity awards, but, in practice, they can be fraught with problems. -
Tax Withholding Trends for Equity AwardsMay 24, 2023
Trends in how companies determine tax withholding rates, respond to requests for additional withholding, calculate transaction income, and more. -
Reevaluating Restrictive Covenants in Equity Award AgreementsMay 17, 2023
Recent developments relating to restricted covenants (especially non-competes) warrant another look at your equity award agreements. -
How Do Companies Manage Mobility Compliance?May 10, 2023
Trends and insights into how companies manage global and domestic mobility compliance for their equity programs. -
The Data You Need for Mobility ComplianceApr 25, 2023
Questions you need to ask to when managing tax compliance for awards held by mobile employees. Plus, can ChatGPT replace your tax advisors? -
How to Audit Your Upcoming ESPP PurchaseApr 19, 2023
A list of audits to perform that can help you feel more confident that your records are error-free before you finalize the purchase results. -
Pay Transparency Laws and Equity CompensationApr 12, 2023
A summary of US and global pay transparency and disclosure laws and how they can apply to equity compensation. -
Timely Tax Deposits for Stock Plan TransactionsApr 5, 2023
Get an overview of the rules governing the timing for when tax withholding for stock plan transactions must be deposited with the IRS. -
International Considerations for Executive Severance PlansMar 29, 2023
Extending severance plans to non-US executives is difficult; here are three approaches companies can consider to provide equivalent severance benefits outside the United States. -
Navigating Retirement Provisions and FICA for RSUsMar 22, 2023
How FICA taxation applies to RSUs that will be paid out on or after retirement and IRS rules that can help you administer the FICA payments. -
Updates on SEC Rulemaking Affecting Company InsidersMar 15, 2023
The latest developments for Forms 4 and 5, Form 144, 10b5-1 plans, clawback requirements and more. -
What You Need to Know About Excess Tax WithholdingMar 8, 2023
Can you allow employees to request additional tax withholding on their stock plan transactions? Here is what you need to know about this practice. -
Impact of New Exchange Control Rules in India on Equity AwardsMar 1, 2023
New rules apply to equity awards issued to Indian residents. Here’s what you need to know about them.