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Best Practices for Communicating Mobility TaxationJul 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 ESPPJul 7, 2022
One company’s decision to offer a cashless participation feature in their ESPP. -
Pros and Cons of Pro Rata vs. Full Payouts to RetireesJun 30, 2022
What does it mean to pay out equity awards to retirees on a pro rata basis, why might companies choose this approach, and how does it affect the tax and accounting treatment of awards? -
The SEC’s Guidance on Spring-Loaded Equity AwardsJun 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 ZwerlingJun 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. -
Why Buyout Grants Are a Bad IdeaMay 26, 2022
Offering to buy out or replace grants a prospective employee will forfeit upon resigning from their current employer is a very common practice. But you could be buying out another company’s poor pay practices. -
New Developments in Australian Tax and Securities Laws for Equity AwardsMay 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 StaffingMay 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 SurveyMay 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.
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