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Most Recent Posts
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How Leap Year Affects Equity Awards
Feb 29, 2024
Leap day can add a day to holding periods for tax purposes, affect tax calculations for mobile employees, and affect expense accruals. -
A Pathway to Generational Wealth: The Case for Equity Compensation
Feb 21, 2024
Equity compensation is the key to building generational wealth for first-generation Americans and professionals of color -
Are You Sure You’re Ready for an RSU Release?
Feb 14, 2024
A step-by-step guide to help get you ready for an upcoming lapse event; by someone with far too much experience -
Managing Tax Collection at Source for Equity Plans in India
Feb 7, 2024
India has adopted new rules requiring taxes to be collected on foreign remittances, including payments for stock acquired under equity plans. -
Court Rules Tesla Mega Grant Is Excessive
Feb 1, 2024
A Delaware court ruled that Elon Musk must return his massive grant. Learn what is interesting about the rule and what it might mean for your company. -
Transitioning to T+1 Settlement: The Impact
Jan 31, 2024
T+1 is right around the corner, here are some of the anticipated impacts that the transition to T+1 will have on stock plan administration. -
Preferred Shares: How They Can Affect Your Employees
Jan 24, 2024
In this current climate where investor friendly deals have become more prominent than in times past, it’s important to know what affect preferred shares can have on your common share holders. -
State Tax Compliance for Mobile Employees with Stock Awards
Jan 17, 2024
State tax authorities have taken note of the relocation and remote work phenomenon and are increasing enforcement. Here’s what you need to know. -
Leveraging Excel to Enhance Stock Plan Recordkeeping
Jan 10, 2024
Learn how you can use Excel to complement your stock plan recordkeeping system and optimize reporting and data management.
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