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Most Recent Posts
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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.
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