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Most Recent Posts
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New FASB Guidance for Profits Interests
Jan 23, 2025
A FASB updates clarifies how profits interests should be accounted for. Here's what you need to know about it. -
Fixing Mistakes: Late Reported Terminations
Jan 22, 2025
Late notification of employee terminations is a common mistake that can cause numerous problems. Here's what to do if this happens to you. -
Planning for Equity on the Path to an IPO
Jan 16, 2025
Learn about the differences in how private and public companies use equity to reward employees. -
Five Rules of Multistate Taxation
Jan 15, 2025
Five key concepts to understand on how state taxes apply when employees live and work in multiple states during the life of their equity awards. -
Tips and Updates for Forms 3921 and 3922
Jan 8, 2025
Electronic filing of Forms 3921 and 3922 now required for more than 10 returns and other key things to know about these filings. -
Maximizing Equity Plan Share Reserves
Jan 2, 2025
Adding shares to an equity plan is no small request. How can companies delay the need for more shares and in turn maximize their existing plan reserves? -
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.

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