Blog - Simple List
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Best Way to Prepare for an Exit? Get Your Cap Table Right from the Start!Apr 24, 2024
Keeping a clean, accurate cap table right from the start can help you avoid delays, audit issues, and valuation challenges when your company is ready for its public debut. -
Moving the Needle on Broad-based EquityApr 24, 2024
Trends in how public companies offer equity to lower ranking employees and an intriguing idea to encourage broad-based equity programs. -
Disqualifying vs Qualifying: ESPPsApr 17, 2024
Qualified section 423 ESPPs give employees the opportunity to obtain preferential treatment as it relates to the taxation of their awards, assuming they are disposed of in a qualifying disposition. -
A Guide to 409A Valuations for StartupsApr 10, 2024
Learn what 409A valuations are, why private companies need them, and what is involved in obtaining one. -
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. -
Statutory Stock Certificates and Modern Equity Management AlternativesMar 8, 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. -
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. -
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.