Most Recent Posts
Are You Sure You’re Ready for an RSU Release?
Feb 14, 2024A 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 India
Feb 7, 2024India has adopted new rules requiring taxes to be collected on foreign remittances, including payments for stock acquired under equity plans.
Court Rules Tesla Mega Grant Is Excessive
Feb 1, 2024A 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 Impact
Jan 31, 2024T+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 Employees
Jan 24, 2024In 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 Awards
Jan 17, 2024State 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 Recordkeeping
Jan 10, 2024Learn how you can use Excel to complement your stock plan recordkeeping system and optimize reporting and data management.
Understanding Compliance Under Section 6039
Jan 9, 2024Understanding how to remain compliant under Section 6039 is crucial for companies offering ISOs and qualified ESPPs.
SEC Enforcement of Section 16 Reporting
Dec 27, 2023Recent charges in an ongoing SEC investigation of Section 16 filings implicate the need for effective compliance procedures and proper disclosure.
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