Written by: Raul Fajardo, CEP Update on the Tax Reform Bill (formerly known as the Tax Cuts and Jobs Act). The Senate approved their final version last week. The Senate and the House versions of the Bill have differences and need to be reconciled. Both the House and the Senate will appoint conferees to the […]
A prestigious brokerage service and a dependable equity management system are key pieces to providing the best experience for your plan participants. When choosing what’s best for your company, you need to consider the individual attributes for each of these providers, and how well they work together. With the recent announcement of the enhanced integration […]
One of the first thoughts a Compensation Committee member or Director of Executive Compensation has when faced with going for a new equity compensation pool is whether or not they will be able to pass the Institutional Shareholder Services, Inc. tests. Additionally, there is often heartburn across various internal teams, such as Finance, Human Resources and Legal, in trying to understand and then communicate the implications of the ISS analysis to the Compensation Committee to determine the best course of action going forward. Read this guest blog for the key to success.
All pre-IPO and public companies must have their financial processes and statements audited by an independent auditor, and as a part of this process the auditor will examine your stock compensation plan. By doing some anticipatory work, you’ll be well prepared for the audit rather than relying on the auditor to uncover any issues that need to be addressed – potentially delaying the IPO process. Here are four things you can do now to avoid a problematic audit.
Tax accounting, modifications, retirement provisions, SEC disclosures….it’s enough to make your head spin. When it comes to equity compensation management, the complexities are endless, but what does Barbara Baksa, Executive Director of the National Association of Stock Plan Professionals, declare as the stock plan area that companies get wrong most often? Read this blog to find out.
During the last week of April, the Trump administration released general tax-reform principles in a one-page outline. Generally consistent with proposals Trump made during his election campaign, they include the following…
Certent’s focus on customer experience, including design-led UX/UI advances to its core product lines and investments into customer success and support teams are responsible for its rapid growth…
In just a few short weeks, Certent clients, partners, sponsors, and equity compensation thought leaders will come together in downtown Nashville, TN for the 6th annual Certent Summit. The event kicks off Monday, May 22nd with in-depth product training, networking, inspiring keynotes, and more.
How early is too early to exercise? If it were possible to exercise pre-vested incentive stock options, imagine the tax savings. One of the big concerns for those facing a wealth event in private company stock is taxes. Timing is everything in exercising stock options. If you manage your company’s equity plan, you need to know about early exercise of Incentive Stock Options.
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?