In this episode of the Equity Expert Podcast, we interview Bill Storey, Managing Partner of Your Equity Solutions. Bill, an experienced equity compensation consultant, shares his insights on the accounting treatment of equity compensation, the importance of avoiding silos, and practical advice for managing equity plans.

Key Points Covered

• Introduction to Bill Story and Your Equity Solutions
  
  
• Foundational Knowledge Needed for Equity Compensation Accounting
  
  
• The Importance of Avoiding Silos and How to Prevent Them
  
  
• Best Practices for Managing Equity Compensation

Additional Resources:

NASPP | Accounting for Stock Plans

NASPP | Stock Plan Fundamentals

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In this episode of the NASPP's Equity Expert Podcast, we are joined by Maor Levran, the CEO and co-founder of Slice. Maor, a former corporate attorney, discusses his transition from law to entrepreneurship, the founding of Slice, and the complex world of international equity transactions.

The key points of this episode include:

• International Equity Transactions
  
  
• Global Acceptance of Equity
  
  
• Winning the War for Talent
  
  
• Importance of Staying Updated on Compliance

Additional Resources:

Global Plan Design Bootcamp

Around the Globe: A Guide to Equity Grants in Poland's Thriving R&D Landscape

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In this episode of the NASPP Equity Expert Podcast, we are joined by Jonathan Fish, the CEO and co-founder of Cap Gains. Jonathan brings his extensive experience as a CPA and public accountant, focusing primarily on venture funds and private equity funds. He shares insights into the world of Qualified Small Business Stock (QSBS), a powerful tax incentive that can offer 100% capital gains tax savings.

The key points of this episode include:

1. Introduction to QSBS
   • Understanding QSBS and its benefits
   • Historical context and changes over time
   • Importance for venture funds, entrepreneurs, and early employees
2. Corporate and Shareholder Level Requirements
   • Requirements at the corporate level, such as being taxed as a C Corp and having less than $50 million in gross assets
   • Shareholder requirements, including original issuance of stock and a five-year holding period
   • Common pitfalls and misconceptions around QSBS eligibility
3. Navigating QSBS Regulations and IRS Audits
   • The role of private letter rulings from the IRS in determining qualified trades or businesses
   • Potential complications from actions like stock redemptions, S elections, and exceeding asset thresholds
   • Recent changes in tax legislation affecting QSBS, such as the capitalization of R&D expenses
4. Market Trends and Awareness
   • The impact of market liquidity and legislative changes on the popularity and understanding of QSBS
   • Strategies for maintaining eligibility and maximizing benefits, including the Section 1045 rollover provision for gains reinvestment

Additional Resources:

• Founders, Unlock Big Tax Savings with Qualified Small Business Stock (QSBS)

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In this episode of the Equity Expert Podcast, we are joined by DeRonnie Pitts of Fidelity Private Shares where we discuss his experience with Cap Tables and their affects on fundraising rounds and investor perception.

The key points of this episode include:

• Guest Introduction and Background: 0:00 - 4:01
  
  
• Importance of Cap Table Management: 4:02 - 12:43
  
  
• Role of Equity in Motivating Employees: 12:44 - 18:15
  
  
• Discussion on "Salary Men" and Investor Expectations: 18:16 - 21:24
  
  
• Best Practices for Cap Table Management: 21:25 - 25:55
  
  

Additional Resources:

Solution Showcase: Cap Table Event
Best Way to Prepare For an Exit? Get Your Cap Table Right From The Start!
Founders Mistakes - Cap Tables

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In this episode of the Equity Expert podcast, we are joined by Chris Hoffman the founder of Equity Admin co. A Cap Table specialist with extensive experience in managing the equity of companies ranging from newly incorporated startups to some of the largest private companies in the world.

The key points of this episode include:

• What is a cap table?
• Common mistakes founders make
• Best Practices

Additional Resources:

https://www.naspp.com/blog/the-crucial-role-of-cap-tables
https://info.naspp.com/cap-tables-showcase

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• Understanding the 83(b) Election
  
  
• Issuing Founder Stock
  
  
• Cap Table Management
  
  
• Should You Grant Equity as a Percentage

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Kathy Son on the key moments that helped her career in equity compensation and tactics that can help you grow your own career.

Episode Notes:

• Kathy’s start in equity compensation (1:06)
• When she realized she wanted to pursue this profession (3:14)
• Key moments in getting to her current role (5:33)
• Strategies to advance yourself in equity comp (8:06)
• Advice to her younger self (10:52)
• Advice for advocating for yourself (14:54)
• Current goals (18:27)

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Learn how to prepare for T+1 and how the shortened settlement cycle will change stock plan administration from a day-to-day and strategic perspective.

Episode Notes:

• Effect of T+1 on day-to-day operations (0:11)
• Impact of T+1 on strategy for stock plans (3:32)
• Trading windows and T+1 (6:50)
• Risks created by a shorter settlement period (8:58)
• Working with internal and external partners to ensure a smooth transition (10:35)
• How T+1 will change the future of stock plan administration (14:34)

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