EQ Views
Why A Transfer Agent Is A Better Choice For Your Equity Compensation Services Needs
Wednesday, July 24, 2024Transfer 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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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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