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Most Recent Posts
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Best Practices for Communicating Mobility Taxation
Jul 14, 2022
Explaining multi-jurisdictional taxation to mobile employees can be challenging. Marlene Zobayan of Rutlen Associates offers some best practices to help with this task. -
Taking a Look at Outset Medical's New Cashless ESPP
Jul 7, 2022
One company’s decision to offer a cashless participation feature in their ESPP. -
The SEC’s Guidance on Spring-Loaded Equity Awards
Jun 23, 2022
Highlights from our podcast episode with Takis Makridis from Equity Methods on SAB 120, how it affects equity award valuation, and mitigation strategies. -
Career Spotlight: Twilio's Christine Zwerling
Jun 7, 2022
For this career spotlight, I caught up with Christine Zwerling, Director of Global Stock Plan Administration at Twilio. We talked about her career in equity compensation, including her role in Twilio's DEI initiatives and the NASPP’s DEI Task Force. -
New Developments in Australian Tax and Securities Laws for Equity Awards
May 24, 2022
Recently, the Australian Parliament has enacted reforms to Australian tax and securities laws which will impact companies granting equity awards in Australia. This blog discusses these changes and their impact on equity awards. -
Trends in Stock Plan Administration Staffing
May 10, 2022
Are stock plan administration teams sufficiently staffed and what (or who) suffers the most when they aren't? -
5 Things You’ll Learn from the Equity Administration Survey
May 5, 2022
How is employee education evolving, policies governing trading windows, how companies manage mobility compliance, and two other trends you'll learn about in the 2022 Equity Administration Survey. -
Tax Withholding and Reporting for US Stock Options
May 3, 2022
Learn the basics of tax withholding and reporting for stock options in the United States. -
Considerations for Equity Grants to International PEO Workers
Apr 22, 2022
As companies expand into new jurisdictions, many use third-party employment entities like professional employer organizations ("PEOs"), to engage local workers. What challenges and unexpected risks do PEOs present for the company's equity programs?

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