Blog - Simple List
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Court Rules Tesla Mega Grant Is ExcessiveFeb 1, 2024
A Delaware court ruled that Elon Musk must return his massive grant. Learn what is interesting about the rule and what it might mean for your company. -
Transitioning to T+1 Settlement: The ImpactJan 31, 2024
T+1 is right around the corner, here are some of the anticipated impacts that the transition to T+1 will have on stock plan administration. -
Preferred Shares: How They Can Affect Your EmployeesJan 24, 2024
In this current climate where investor friendly deals have become more prominent than in times past, it’s important to know what affect preferred shares can have on your common share holders. -
State Tax Compliance for Mobile Employees with Stock AwardsJan 17, 2024
State tax authorities have taken note of the relocation and remote work phenomenon and are increasing enforcement. Here’s what you need to know. -
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. -
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. -
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.