Francisco Valli
What Are IRS Forms 3921 and 3922? If you participate in an employee stock plan, you may receive a Form 3921 or Form 3922 during tax season. While these...
Christian Bell
Understanding SEC Pay Versus Performance (PvP) Reporting Requirements Executive compensation has long been a point of focus for investors, regulators, and corporate governance professionals. In recent years, the U.S....
Jessica Hurtado
Why Pay Transparency Matters and How To Improve Yours Employee compensation has historically operated like a private ledger. Salary ranges stayed internal, explanations were thin, and equity was something...
Why Employee Equity Education Matters Most as IPO An IPO is a milestone for any company. For leadership, it’s validation, but for employees, it’s often confusion. We recently discussed...
Why Most Employee Equity Education Fails (And How to Fix It) Employee equity is one of the most powerful tools companies have to drive alignment, retention, and long-term value....
Makenzie Ross
Equity Readiness for IPOs & M&As Transitioning from “Assumption” to “Validation” Preparing for an equity event, whether it’s a public debut or a strategic acquisition, is a defining moment...
Lexi Watson
3 Tips for Proxy Compensation Disclosures Proxy season moves fast — but strong executive compensation disclosures don’t happen by accident. Whether you’re preparing a CD&A for the first time or refining a well-established...
Equity Admin: In-House or Outsource? Short answer: You can manage equity internally early on. But most companies outgrow that approach faster than they expect. It’s not about company maturity...
What Is SOC 2 Type II Certification, and Why It Matters SOC 2 Type II rarely becomes a topic of interest on its own. It usually surfaces when an...