EQ Views
Upcoming Changes to W-9 Certification
Monday, February 12, 2024Learn more about key IRS updates to Form W-9, including new requirements for flow-through entities.
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EQ’s Transformation in Action: Enhanced Client Team Structure
Wednesday, November 8, 2023Learn about how our Equity Plan Solutions (EPS) business is evolving into a more valuable partner and trusted advisor.
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Put Your Best Vest Forward: Emerging Best Practices
Wednesday, May 10, 2023When it comes to equity compensation plans, and vesting in particular, taxation is routinely cited as the biggest challenge for companies and plan participants.
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Acing Tax Season—What To Know And How To Do It
Monday, May 8, 2023As the complexities and questions of tax season approach each year, it is always a good time for employees, companies, and their equity plan administrators to begin preparing in earnest for tax season.
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Year-End Best Practices For Equity Plan Providers
Friday, May 5, 2023Learn about the best practices for equity plan providers and why it is always a good idea for organizations to prepare for year-end tax reporting.
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The 10b5-1 Plan: What Executives Need To Know
Wednesday, May 3, 2023The rules surrounding insider trading are among the trickiest for executives to navigate. One popular tool is the 10b5-1 plan, which can offer a safe way for executives to trade shares of their companies.
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