Equity Administration

Implementing Profits Interests Through an Aggregator A Practical Guide for LLCs

Implementing Profits Interests Through an Aggregator: A Practical Guide for LLCs

Many LLCs want to offer employees the economic benefits of equity ownership without triggering the tax and administrative burdens of making them partners. This guide provides a practical roadmap for designing and implementing an Aggregator...
Equity Compensation Strategies Navigating Equity Alternatives for LLC Employees

Equity Compensation Strategies: Navigating Equity Alternatives for LLC Employees

Attracting and retaining top talent isn’t just about salary,it’s about providing ownership-like opportunities that align employees with long-term company success. For LLCs, however, structuring equity-based incentives comes with unique hurdles compared to C- or S-corporations....
Equity Compensation 101 Building a Foundation of Ownership and Value

Equity Compensation 101: Building a Foundation of Ownership and Value

Equity compensation is one of the most powerful tools companies have to attract, retain, and motivate talent. While it can be complex, a clear understanding of the fundamentals can transform equity from a misunderstood perk...
Global Insights April Edition

Global Insights: April Edition

Welcome back to Global Insights, our monthly look at how equity compensation is taxed, tracked, and occasionally tangled across the globe. April brought national holidays and independence celebrations to several key markets — and with...
Mastering Your Annual Grant and Vesting Process

Mastering Your Annual Grant and Vesting Process: A Strategic Guide

The annual grant and vesting cycles are more than administrative tasks—they are pivotal opportunities to engage employees, align compensation with business objectives, and drive operational excellence. Part 1: Mastering the Grant Process Strategic Grant Architecture...
Navigating the 2025 Changes to Israel’s Employee Stock Allocation Reporting Rules

Navigating the 2025 Changes to Israel’s Employee Stock Allocation Reporting Rules 

Do You Employ Teams in Israel? Major Changes to Equity Compensation Reporting Are Here  If your company employs teams in Israel and offers equity compensation, it’s critical to understand the sweeping regulatory changes coming into...
Translating Compensation “Actually Paid” into Realizable Pay How to Not Only Comply with 402(v) but add Strategic Value

Translating Compensation “Actually Paid” into Realizable Pay:
How to Not Only Comply with 402(v) but add Strategic Value 

The SEC announced the adoption of new pay versus performance rules, or Item 402(v) on August 25, 2022. A detailed summary of the new rules can be found within our Alert found here. The biggest challenge of the...
The Progression of an Equity Strategy

The Progression of an Equity Strategy

Managing an effective equity strategy involves balancing your company’s equity philosophy, utilizing market benchmarks, and ensuring affordability. Internal and external forces, such as changes in leadership or market volatility, can tell us it's time to...
Glass Lewis Takes Aim at Executive Stock Ownership for 2024

Glass Lewis Takes Aim at Executive Stock Ownership for 2024

Public companies, take note - Glass Lewis has executive stock ownership guidelines firmly in their sights for the 2024 proxy season. Recently updated commentary makes clear that robust holding requirements are now a prime governance...
Unlocking the Secrets of Stock Ownership Guidelines

Unlocking the Secrets of Stock Ownership Guidelines: 5 Must-Know Tips for Public Company Executives

Stock ownership guidelines (SOGs) are a crucial part of corporate governance for public companies. These guidelines outline the minimum amount of stock executives and directors are required to own to align their interests with those...