Stock compensation solutions
for a complex world.

Should stock-based compensation (SBC) be excluded from non-GAAP earnings? To some, it’s one of the biggest debates about the presentation of financial results, while to others, it’s as obvious as…

An employee stock purchase plan, or ESPP, is one of the more tangible expressions of ownership culture a company can offer. Done well, it deepens employee engagement and reinforces a long-term ownership mindset across the workforce.   Launching an ESPP…

A draft of the AICPA’s updated “cheap stock” guide is out. Here are some of the key changes regarding the valuation of equity securities in complex capital structures.

Each year, we step back to assess where stock-based compensation (SBC) stands. Not just as an accounting requirement or disclosure obligation, but as a discipline that sits at the intersection…

It’s no surprise that AI is creating winners and losers within every economic sector. But what’s less clear is how and whether executive compensation should reward and incentivize responsible AI adoption. Here we discuss the effects of AI and the implications for executive compensation design.

A disqualifying disposition happens when the conditions for favorable ISO or ESPP tax treatment aren’t met. Here’s what you need to consider.

In this mailbag, we cover tax recharging across jurisdictions, option exchange programs, net settlement vs. sell-to-cover, retirement eligibility and FICA, and dividends’ effect on SBC.

Though pay equity has gotten caught in the political crossfire surrounding DEI, it remains as relevant in today’s labor market and compliance landscape as ever. In this article, we break down five myths that lead organizations to deprioritize pay equity work: why it shouldn’t be mistaken for a political gesture, why a softer labor market doesn’t make it less necessary, why a flagged wage gap is far from being a legal indictment, and why market benchmarking alone won’t catch what a pay equity analysis will.

Catch up on developments in several EU member states along with questions and challenges still to be addressed.

Here are some of the most significant pitfalls of preparing proxy tables, and why meticulous execution is essential.