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Most Recent Posts
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Mastering ESPP Refunds: Compliance, Communication, and ControlsNov 19, 2025
Learn how to manage ESPP refunds to improve compliance, reduce audit risk, and build employee confidence. -
Explaining Equity in Offer Letters ClearlyNov 13, 2025
Clear guidance for explaining equity in offer letters—balance transparency, compliance, and candidate understanding. -
IRS Modernizes 3921 and 3922 Filings with IRISNov 12, 2025
Learn how the IRS shift from FIRE to IRIS impacts Form 3921 and 3922 filings and what equity compensation teams must do before 2027. -
Six Knowledge Paths for Private Company SPAsNov 6, 2025
Explore six evolving knowledge paths for private company stock plan administrators, from cap table champion to equity oracle. -
Year-End Mobility Compliance Checklist for Equity AwardsNov 5, 2025
Year-end mobility compliance tips for equity. Learn how HR, payroll, and tax can align to minimize employee questions, W-2Cs and tax reporting risks. -
IPO Outlook: Fed Policy and Market ReadinessOct 30, 2025
Fed rate cuts may boost IPO activity. Explore IPO, DPO, and SPAC options and key equity plan steps for pre-IPO companies. -
Trends in Equity Plan Administration: 6 Key InsightsOct 29, 2025
Does stock plan admin have a home? Find out along with more new trends in plan management, from staffing and remote work to outsourcing and AI use. -
Year-End Tax UpdatesOct 24, 2025
Updates on the Social Security wage base and other tax changes, plus key resources for year-end tax reporting. -
A Private Company’s Guide to Equity Compensation Market DataOct 16, 2025
A guide to equity benchmarking tools, learn where private companies find reliable market data for compensation.
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