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Stock Plan Administration: The Intersection of Finance, Legal & HRMar 6, 2024
Stock plan administrators play a key role, bridging finance, legal, and HR. Ensuring equity programs are tax-compliant, legally sound, and understood by employees. -
The Crucial Role of Cap TablesFeb 29, 2024
Cap Tables are vital for tracking company ownership and ensuring business success. Accurate, real-time management is crucial to avoid issues during fundraising or audits, involving knowledge across legal, HR, and finance. -
How Leap Year Affects Equity AwardsFeb 29, 2024
Leap day can add a day to holding periods for tax purposes, affect tax calculations for mobile employees, and affect expense accruals. -
A Pathway to Generational Wealth: The Case for Equity CompensationFeb 21, 2024
Equity compensation is the key to building generational wealth for first-generation Americans and professionals of color -
Are You Sure You’re Ready for an RSU Release?Feb 14, 2024
A 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 IndiaFeb 7, 2024
India 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 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.
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