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Demystifying Tax Reporting for Share-Based Payment Awards

Gain insight into common equity compensation tax issues, including IRS section 162(m), employee mobility, tax settlement forecasting, and FICA taxes for retirement eligible employees.


LTIP Design Trends for 2020

Get up to speed in time for next year’s annual grant. We’ll cover themes from the 2019 proxy season, including LTIP strategy and design trends, as well as recession-proofing strategies, novel designs, ESG, and more.

White Paper

Performance Equity Design and Valuation e-Book

Request your complimentary copy of our e-book on performance equity design and valuation.

Blog Post

2019 Group Five Stock Plan Administration Benchmarking Results and What’s Ahead in Stock Compensation Reporting

We walk through the results of Group Five’s 2019 survey, then pivot to some current themes that are relevant to the stock-based compensation process.

Issue Brief

Underwater Performance Equity: How to Restore Incentives

Discover strategies for how to deal with performance awards that aren’t faring well, along with some important governance and reporting implications.

Blog Post

The (Re)Purposing of the Corporation: What Compensation Professionals Need to Know about the Business Roundtable Statement

In an economy long dominated by shareholder primacy, the stakeholder framework is gaining momentum. Here’s what it means for executive compensation.


Equity Compensation in Corporate Transactions

In this on-demand webcast, we explore core principles, potential pitfalls, and practical implementation tips for getting stock-based compensation right when a corporate transaction happens.

Issue Brief

Economic Value Added: What You Need to Know in Anticipation of Greater Emphasis from ISS

Learn more about economic value added (EVA), an up-and-coming approach to assessing performance and grading pay-for-performance alignment.

Issue Brief

Convertible Bridge Notes: An Introduction to Their Uses, Accounting, and Valuation Considerations

What can an emerging growth company do to raise funding now, before the next financing round? Convertible bridge notes are a creative option.

Blog Post

Best Practices in Performance Goal-Setting

Here, we discuss three techniques that companies use to set goals for equity awards: distribution fitting, Monte Carlo simulation, and analyst estimates.

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