Equity Expert: A Podcast from the NASPP

In this episode of the NASPP Equity Expert Podcast, Amit Gupta the CEO and Co-Founder of Salus, shares insights on how to increase the engagement of equity compensation programs through personalized education, automation, and technology.Key Points CoveredThe Perceived Value Gap in Equity CompensationPersonalized Equity Education and AutomationThe Importance of Visual, Interactive LearningMeeting Employees Where They Are with On-Demand EducationAdditional Resources:Employee Education: 4 Easy Ways to Double Your Equity Plan EngagementSupport the show

In this episode of the NASPP Equity Expert Podcast, we interview Tamas and Spela from Equity People. Tamas and Spela, experienced equity consultants, share their insights on managing equity during down rounds, the importance of transparency and communication, and the differences in equity perception between the US and Europe. Key Points CoveredManaging Equity During Down Rounds:Importance of Transparency and Communication:Regional Differences in Equity Perception:Planning and Benchmarking for Equity Grants:Additional Resources:Down Rounds: How to Strategically Adapt Your Share Option Plan During Volatile MarketsSupport the show

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 CoveredIntroduction to Bill Story and Your Equity SolutionsFoundational Knowledge Needed for Equity Compensation AccountingThe Importance of Avoiding Silos and How to Prevent ThemBest Practices for Managing Equity CompensationAdditional Resources:NASPP | Accounting for Stock Plans NASPP | Stock Plan Fundamentals Support the show

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 TransactionsGlobal Acceptance of EquityWinning the War for TalentImportance of Staying Updated on ComplianceAdditional Resources:Global Plan Design Bootcamp Around the Globe: A Guide to Equity Grants in Poland's Thriving R&D LandscapeSupport the show

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:Introduction to QSBSUnderstanding QSBS and its benefitsHistorical context and changes over timeImportance for venture funds, entrepreneurs, and early employeesCorporate and Shareholder Level RequirementsRequirements at the corporate level, such as being taxed as a C Corp and having less than $50 million in gross assetsShareholder requirements, including original issuance of stock and a five-year holding periodCommon pitfalls and misconceptions around QSBS eligibilityNavigating QSBS Regulations and IRS AuditsThe role of private letter rulings from the IRS in determining qualified trades or businessesPotential complications from actions like stock redemptions, S elections, and exceeding asset thresholdsRecent changes in tax legislation affecting QSBS, such as the capitalization of R&D expensesMarket Trends and AwarenessThe impact of market liquidity and legislative changes on the popularity and understanding of QSBSStrategies for maintaining eligibility and maximizing benefits, including the Section 1045 rollover provision for gains reinvestmentAdditional Resources:Founders, Unlock Big Tax Savings with Qualified Small Business Stock (QSBS)Support the show

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 - 4:01Importance of Cap Table Management: 4:02 - 12:43Role of Equity in Motivating Employees: 12:44 - 18:15Discussion on "Salary Men" and Investor Expectations: 18:16 - 21:24Best Practices for Cap Table Management: 21:25 - 25:55Additional Resources:Solution Showcase: Cap Table EventBest Way to Prepare For an Exit? Get Your Cap Table Right From The Start!Founders Mistakes - Cap TablesSupport the show

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 makeBest PracticesAdditional Resources:https://www.naspp.com/blog/the-crucial-role-of-cap-tableshttps://info.naspp.com/cap-tables-showcaseSupport the show

In this episode of the Equity Expert podcast, we are joined by Stepan Kzrtian a former corporate lawyer with over a decade of experience helping founders navigate the legal journey across all stages of the startup lifecycle.The key points of this episode include:Understanding the 83(b) ElectionIssuing Founder StockCap Table ManagementShould You Grant Equity as a PercentageAdditional Resources:83(b) Election: The Multi-Million-Dollar Ticking Time BombWhat is the 83(b) election?Support the show

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)Support the show

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)Support the show