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Why A Transfer Agent Is A Better Choice For Your Equity Compensation Services Needs
article Equity Plan Solutions

Why A Transfer Agent Is A Better Choice For Your Equity Compensation Services Needs

Wednesday, July 24, 2024

Transfer agents are focused on putting the satisfaction of their issuers and their shareholders first. When you choose to use a single provider for your transfer agent and equity plan administration needs, processes are more streamlined and can result in time and cost savings. This can also result in benefits you might not have access to if you utilize different vendors.

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Corporate Actions And The Role Of A Transfer Agent
article Corporate Actions

Corporate Actions And The Role Of A Transfer Agent

Thursday, May 30, 2024

Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.

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T+1 Changes Are Coming Soon
article Transfer Agent

T+1 Changes Are Coming Soon

Friday, May 17, 2024

T+1 takes effect on May 28. Learn more about how EQ has prepared for this change.

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Learn more about the Corporate Transparency Act
article EQ

Learn more about the Corporate Transparency Act

Friday, May 17, 2024

Changes have been made to the Corporate Transparency Act. Learn more about these, including who is subject and what must be reported.

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Upcoming Changes to W-9 Certification
article Equity Plan Solutions

Upcoming Changes to W-9 Certification

Monday, February 12, 2024

Learn more about key IRS updates to Form W-9, including new requirements for flow-through entities.

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Best Practices for Virtual Annual Meetings
article Transfer Agent

Best Practices for Virtual Annual Meetings

Monday, February 12, 2024

After hosting hundreds of virtual annual meetings, we’ve identified what sets companies up for the most success.

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