Blog - Simple List
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When Is Translation Required for Award Documents?Aug 25, 2022
A new ruling in Quebec may require translation of equity award documents, plus we review other language requirements to be aware of around the world and offer best practices for translations of stock plan communications (required or voluntary). -
How Do You Calculate the ESPP $25,000 Limit?Aug 16, 2022
This blog entry explains how to calculate the number of shares employees can purchase under the yearly $25,000 limit that applies to qualified ESPPs. -
Trends in ESPP Policies and ParticipationAug 4, 2022
Highlights from our recent pulse survey on ESPP policies, including typical deadlines for enrollment and withdrawals, extension of ESPPs to worldwide employee populations, and what practices correlate with higher participation rates. -
Stock Options and Drug CartelsAug 2, 2022
Can companies use equity awards to pay for goods as well as services? We look at an episode in the TV show Ozark to answer this question and discuss some of the considerations that apply. -
Transferring Employer National Insurance Contributions due on Equity Awards in the United Kingdom to EmployeesJul 22, 2022
With the introduction of a new Health and Social Care ("HSC") Levy in the United Kingdom on April 6, 2022, we revisit a unique aspect of granting equity awards to employees in the UK: the ability to shift the employer's responsibility for paying National Insurance contributions ("NICs") on equity award income to the employees who receive the awards. -
Best Practices for Communicating Mobility TaxationJul 14, 2022
Explaining multi-jurisdictional taxation to mobile employees can be challenging. Marlene Zobayan of Rutlen Associates offers some best practices to help with this task. -
Taking a Look at Outset Medical's New Cashless ESPPJul 7, 2022
One company’s decision to offer a cashless participation feature in their ESPP. -
Pros and Cons of Pro Rata vs. Full Payouts to RetireesJun 30, 2022
What does it mean to pay out equity awards to retirees on a pro rata basis, why might companies choose this approach, and how does it affect the tax and accounting treatment of awards? -
The SEC’s Guidance on Spring-Loaded Equity AwardsJun 23, 2022
Highlights from our podcast episode with Takis Makridis from Equity Methods on SAB 120, how it affects equity award valuation, and mitigation strategies. -
Career Spotlight: Twilio's Christine ZwerlingJun 7, 2022
For this career spotlight, I caught up with Christine Zwerling, Director of Global Stock Plan Administration at Twilio. We talked about her career in equity compensation, including her role in Twilio's DEI initiatives and the NASPP’s DEI Task Force. -
Why Buyout Grants Are a Bad IdeaMay 26, 2022
Offering to buy out or replace grants a prospective employee will forfeit upon resigning from their current employer is a very common practice. But you could be buying out another company’s poor pay practices. -
New Developments in Australian Tax and Securities Laws for Equity AwardsMay 24, 2022
Recently, the Australian Parliament has enacted reforms to Australian tax and securities laws which will impact companies granting equity awards in Australia. This blog discusses these changes and their impact on equity awards. -
Trends in Stock Plan Administration StaffingMay 10, 2022
Are stock plan administration teams sufficiently staffed and what (or who) suffers the most when they aren't? -
5 Things You’ll Learn from the Equity Administration SurveyMay 5, 2022
How is employee education evolving, policies governing trading windows, how companies manage mobility compliance, and two other trends you'll learn about in the 2022 Equity Administration Survey. -
Tax Withholding and Reporting for US Stock OptionsMay 3, 2022
Learn the basics of tax withholding and reporting for stock options in the United States. -
Considerations for Equity Grants to International PEO WorkersApr 22, 2022
As companies expand into new jurisdictions, many use third-party employment entities like professional employer organizations ("PEOs"), to engage local workers. What challenges and unexpected risks do PEOs present for the company's equity programs? -
Eight Ways to Spring Clean Your Mobility ComplianceApr 14, 2022
Keep your mobility processes up to date and streamlined with these eight suggestions. -
Guide to Educating Employees About Your ESPP in 2022 - Part 1Apr 7, 2022
A well-planned educational program is one of the most critical factors that can contribute to the success of a company’s employee stock purchase plan. Learn how to lay the groundwork for your education plan. -
Your Questions Answered About the New Naspp.comApr 5, 2022
We've got answers to popular questions about the new Naspp.com online experience. -
3 Trends in Performance-Based EquityMar 31, 2022
Ian Dawson of Deloitte Tax discusses the significant growth in the use of TSR awards and uses his crystal ball to predict the use of ESG metrics in long-term incentives.