Whether planned or unplanned, retirement prior to age 65 may present an income gap until the qualifying age to receive pensions and Social Security. While stock administrators cannot offer financial planning advice, they need to know how taxation variables impact executives as they draw down company stock from a variety of accounts and compensation plans. The complexity surrounding stock-based compensation clouds the dilemma: Which funds should be drawn from to optimize the performance and minimize the tax consequences?
There’s a sea of valuable information in your competitor’s SEC filings. But as anyone who has researched public disclosure can attest, they’re not easy to follow. It’s not just finding the filing you’re looking for, but interpreting the dense, hard to read material is both time consuming and tedious. Surely there are better ways to get after this information…
Employee stock purchase plans (ESPPs) offer great value to employees and help companies broaden their ownership culture. The most favorable plans offer a look-back and a 15% discount, yet according to a recent Fidelity survey, average ESPP participation is just 29%. Read on for 7 tips to improve participation in your company’s ESPP.
It’s been a big year for disclosure management on the Certent Insider! We’ve put together seven of our most popular posts from 2016 for those who need to catch up on the year’s industry news and discover new tips to overcome old financial reporting challenges.
2016 was a busy year for our blog, the Certent Insider. We packed a ton of valuable equity plan information into just 12 short months, and we gained tremendous knowledge from industry thought leaders. But don’t worry if you missed any; we’ve rounded up the most popular equity compensation blogs of 2016 right here!
The cross-departmental nature of managing an equity plan can make gathering data and keeping up-to-date records a nightmare. There is no time more crucial than year-end to make sure you reconcile equity plan data across all of your internal stakeholders and departments.
Stressed out, tired, frustrated – is this how you feel during financial reporting season? Learn 5 quick and simple strategies for surviving your next filing period.
Many private company employees holding stock options are looking for tax strategies prior to the company’s public offering. A lesser-known provision for pre-IPO options exercise allows employees holding ISO-options to lock in a lower pre-IPO price in order to minimize ordinary income taxes and start the capital gains period running during the pre-IPO period. Read on for more details surrounding HR 5719.
Exploring three key takeaways from PwC and FERF’s 2016 Revenue Recognition survey, this post will help you assess where your company stands as the implementation deadline looms nearer.
For a private company that wants to go public, putting best governance practices into action will make the IPO process go smoother and will prepare the board of directors for the rules and regulations to come. Read this blog for five governance best practices that will get you started on the right foot.