Resources - Grid List
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Private Company Cap Table Due Diligence ChecklistMay 12, 2026
Private company cap table due diligence checklist for equity professionals preparing for investors, audits and financing events. -
Treatment of Equity Awards in Divorce
May 11, 2026
A comprehensive guide to equity award division in divorce: transfer methods, ISO and ESPP treatment, tax reporting, and Section 16 compliance. -
UK Prospectus Reform 2026: New Rules for Public Offers and Market Listings
April 28, 2026
UK reforms from 2026 overhaul prospectus rules, introducing public offer platforms and easing capital raising for companies and investors. -
Argentina: Exchange Control Relief and Major Equity Award Reforms
April 28, 2026
Argentina eases dividend FX controls with limited ESPP impact; new Labor Law reshapes equity awards and reduces social security costs. -
Singapore tax deduction expanded for equity awards in newly issued shares
April 24, 2026
Singapore allows tax deductions for share-based pay in new shares from YA 2026, based on recharge cost or market value, with updated IRAS guidance. -
China SAFE Requirements for Share-Based Awards
April 24, 2026
China SAFE rules require registration for share-based awards, with ongoing reporting and compliance obligations for multinational employers. -
Belgium: Capital gains tax voted
April 24, 2026
Belgium introduces a 2026 capital gains tax on financial assets, with a 10% standard rate and new rules impacting investors. -
Sample Document: Pre-IPO Capitalization Table Template
March 27, 2026
This is an Excel template example of how a pre-IPO company tracks their capitalization. -
Understanding Rule 10b5-1 Plans
March 11, 2026
Learn how Rule 10b5-1 trading plans allow insiders to trade legally, the benefits of using these plans, and the key conditions plans must comply with. -
Section 16 Obligations After Insider Status Ends
February 16, 2026
Learn which Section 16 reporting obligations may continue after an officer or director steps down, including Form 4, Form 5, and EDGAR steps. -
Pulse Survey: Equity Planning
December 24, 2025
This survey reports on changes to equity plans in 2026, trends in equity spend and burn rates, performance award payouts, and plan participation. -
Equity Administration Survey: Transaction Procedures and Tax ComplianceDecember 10, 2025
This section of the NASPP/Deloitte Tax Equity Administration Survey reports on key trends in management of equity plan transactions and tax withholding. -
Equity Administration Survey: Grant Policies and ProceduresDecember 10, 2025
This section of the NASPP/Deloitte Tax Equity Administration Survey reports on key trends in grant guidelines, sizing practices, and approval procedures. -
Equity Administration Survey: Ownership GuidelinesDecember 10, 2025
This section of the NASPP/Deloitte Tax Equity Administration Survey reports on key trends in stock ownership guidelines. -
Equity Administration Survey: Mobility ComplianceDecember 10, 2025
This section of the NASPP/Deloitte Tax Equity Administration Survey reports on key trends in management of tax compliance for mobile employees. -
Reporting Equity Compensation Income in Box 11 of Form W-2
December 09, 2025
W-2 Box 11 & equity compensation: what income from stock awards belongs in Box 11 (and what doesn’t). -
Portugal Introduces Startup Stock Option Tax Relief
November 06, 2025
Portugal launches a favorable tax regime for startup stock options, offering tax deferral and a reduced 14% effective tax rate. -
India Raises Tax Collection at Source Threshold
November 06, 2025
India increases the Tax Collection at Source (TCS) threshold to 1,000,000 INR effective April 1, 2025. -
Germany Updates Exchange Control Reporting Rules
November 06, 2025
Germany raises the exchange control reporting threshold and extends filing deadlines effective January 1, 2025. -
China: Update to the SAFE Registration / Amendment Requirements
November 06, 2025
Shanghai SAFE updates equity plan rules—relaxing post-termination limits, expanding amendment options, and requiring electronic employee list submissions.