Blog - Simple List
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Coordination Required for EDGAR Next EnrollmentFeb 19, 2025
The SEC’s new EDGAR Next platform will require considerably more coordination between companies who share reporting insiders. Here’s why and how. -
Acronyms Commonly Used in Equity CompensationFeb 13, 2025
Does equity compensation sometimes feel like a foreign language or a big bowl of alphabet soup? This blog entry will help you sort through the most commonly used acronyms. -
Trends in ESPPs: Five Facts and a MythFeb 5, 2025
The good news: ESPPs are common, offer great benefits to employees, and result in long-term employee ownership. The bad news: participation rates are low. These and other ESPP trends from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey. -
A Quick Guide to Equity Grants for Private CompaniesJan 30, 2025
An A to Z guide to the various vehicles private companies can use to offer equity to employees, including strategic considerations for each vehicle. -
How Employee Mobility Affects Taxation of ISOs and ESPPsJan 29, 2025
Mobile employee tax compliance may be tricky enough on its own, but when tax-qualified arrangements are involved, things get even more complicated. -
New FASB Guidance for Profits InterestsJan 23, 2025
A FASB updates clarifies how profits interests should be accounted for. Here's what you need to know about it. -
Fixing Mistakes: Late Reported TerminationsJan 22, 2025
Late notification of employee terminations is a common mistake that can cause numerous problems. Here's what to do if this happens to you. -
Five Rules of Multistate TaxationJan 15, 2025
Five key concepts to understand on how state taxes apply when employees live and work in multiple states during the life of their equity awards. -
Essential Cap Table Vocabulary, Structure, and SolutionsDec 31, 2024
An A-to-Z summary of information found in cap tables, plus tips on cap table structure and solutions for managing your cap table. -
Fixing Mistakes: What to Do About Missed GrantsDec 26, 2024
Three fixes when grants are inadvertently left off the list of awards submitted for approval to the board or comp committee. -
Cap Tables 101 for FoundersDec 18, 2024
Learn what a cap table is, what information it should include, and how your cap table will change as your company matures. -
Valuation and Compensation Implications of Private TransactionsNov 27, 2024
Private transactions create unique challenges around both granting and reporting for company equity. -
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. -
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. -
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. -
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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?