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Most Recent Posts
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Are You Ready for T+1 Settlement?Aug 16, 2023
Learn how the shift to a one-day settlement period will change stock plan administration and what you need to do to prepare. -
Global Considerations for Cashing Out Equity Awards in MergersAug 9, 2023
Cashing out equity in a merger can have unintended consequences for award holders outside the US. Here’s what you need to know. -
How Social Taxes Apply to Mobile EmployeesAug 2, 2023
The income allocation rules for social taxes on equity awards held by mobile employees are even less clear than those for income tax. Here’s what you need to know. -
Managing Tax and SAFE Registration in ChinaJul 26, 2023
Understand how companies manage SAFE registration and Circular 35 when offering equity plans in China. -
What Are RSUs: A Fundamental Guide for the Equity ProfessionalJul 19, 2023
A fundamental guide on restricted stock units for equity professionals of all stages. -
You May Need a New TCC to File Forms 3921 and 3922Jul 11, 2023
Submitting forms 3921 or 3922 electronically? You may need to apply for a new TCC by August 1. -
Trends in Stock Ownership GuidelinesJul 5, 2023
The latest trends in stock ownership guidelines and retention requirements for executives and outside directors. -
SEC Updates: Rule 10b5-1 Interpretations, EDGAR Access, and MoreJun 14, 2023
The SEC has answered a few questions on amended Rule 10b5-1 and added the EDGAR Access project back to its short-term agenda. -
You Are Running Out of Time to Adopt a Clawback PolicyJun 7, 2023
The SEC has approved exchange listing standards requiring companies to implement policies to recover compensation awarded to executive officers that later turns out to be erroneous as a result of a material financial restatement. Here’s what you need to know.
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