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Most Recent Posts

Essential Cap Table Vocabulary, Structure, and Solutions
Dec 31, 2024

An A-to-Z summary of information found in cap tables, plus tips on cap table structure and solutions for managing your cap table.
Fixing Mistakes: What to Do About Missed Grants
Dec 26, 2024

Three fixes when grants are inadvertently left off the list of awards submitted for approval to the board or comp committee.
Cap Tables 101 for Founders
Dec 18, 2024

Learn what a cap table is, what information it should include, and how your cap table will change as your company matures.
Valuation and Compensation Implications of Private Transactions
Nov 27, 2024

Private transactions create unique challenges around both granting and reporting for company equity.
Year-End Tax Reporting Questions Answered – Equity Compensation
Nov 27, 2024

A high level overview of some of our most frequently asked questions surrounding year end tax reporting
Year-End Resources for Administrators and Participants
Nov 23, 2024

Valuable resources to help both administrators and participants navigate through year-end.
Understanding the Cost Basis of Equity Award Shares
Nov 20, 2024

What you need to know about how employees should report sales of stock acquired under stock plans on their tax returns and three things you can do to help employees avoid mistakes.
SEC Announces Big Changes to EDGAR Access
Nov 6, 2024

Access to EDGAR is changing, starting next year. Here’s a rundown of how this may impact you and your company’s insiders.
Around the Globe: The Ultimate Guide to Maximizing Equity in Portugal
Oct 30, 2024

Portugal's 2023 tax reforms make it an attractive hub for startups, offering competitive stock option incentives that help businesses attract talent and foster innovation.