The rules are intricate. The deadlines are unforgiving.
Get practical strategies to report accurately, stay on top of every deadline, and close the year with confidence.
Register now: na2.hubs.ly/H08zd660
Have you tried out the $25,000 ESPP purchase limit calculator yet?
Use this tool to model common ESPP scenarios and support employee communication, enrollment decisions and plan administration.
na2.hubs.ly/H08zfTS0
Courtesy of @Infinite Equity
The NASPP Distinguished Equity Fellow (NDEF) credential honors exactly that — five consecutive years of NASPP membership and demonstrated leadership in equity compensation.
Applications for the 2027 class close December 18: na2.hubs.ly/H08zdqs0
❓ How should your equity awards treat retirement-eligible employees?
👇 Join us and you’ll leave knowing:
✔️ Why and how companies pay out awards to retirees
💰 How to administer FICA on RSUs for employees eligible to retire
👉 Register now: na2.hubs.ly/H08zcVZ0
❓ How are ISOs actually taxed?
📊 From the AMT and holding periods to qualifying vs. disqualifying dispositions, here’s how Section 422 treatment works.
🔗 Get the full breakdown: na2.hubs.ly/H08wlB10
⚠️ Still guessing how your ESPP compares?
💡 The 2026 ESPP Survey from the NASPP and Deloitte Tax has the benchmarks:
✔️ Eligibility criteria and participation restrictions
✔️ Evolving administrative practices
✔️ Employee education approaches
👉 na2.hubs.ly/H07XM250
Equity compensation doesn't come with an instruction manual. NASPP membership gives you people to ask who've already been there.
2027 memberships are now open.
📌 Members: renew for 2027
📌 Not a member yet? Join today
na2.hubs.ly/H08f--00
⚠️ A clean 409A doesn't mean your equity grants are safe from SEC scrutiny.
❓ Could your company reconcile every valuation increase on the way to IPO?
🔗 Get the full breakdown: na2.hubs.ly/H07XM_R0
📄 Starting in 2027, Forms 3921 and 3922 must be filed through the IRS's new IRIS platform. FIRE is out.
⏳ Your FIRE code won't carry over, and a new IRIS TCC can take the IRS up to 45 days to issue.
🔗 Get the full rundown: na2.hubs.ly/H07SrlK0
🚀 Stock options make sense when a $5M startup can become a $1B unicorn. But what happens after?
📊 As private companies mature, that explosive upside gets harder to promise—and RSUs start to make more sense.
🔗 na2.hubs.ly/H07XMnT0
📈 Over the past decade, the share of companies valuing RSUs at the prior day's close nearly tripled—from 11% to 30%.
📊 See how your peers fund RSU tax withholding, value awards, and handle fractional shares.
🔗 Get the data: na2.hubs.ly/H07Srl20
❓ How does your ESPP compare to peer companies?
Get the latest benchmarks from the 2026 ESPP Survey from the NASPP and Deloitte Tax.
👉 Join us October 21: na2.hubs.ly/H07XLzl0
🤖 OpenAI's equity pay now averages about $1.5M per person—roughly 34x the pre-IPO average at 18 other major tech firms.
📊 It's one thread in this quarter's scan: AI reshaping grants, an SEC filer overhaul, and new stay-or-pay laws.
🔗 na2.hubs.ly/H07Srdl0
The 2026 NASPP Conference is October 12–15 in Orlando—and registration is still open.
3 days of sessions built for every equity comp role. The largest Expo Hall in the industry. And 1,000+ peers who completely get your job.
👉 Grab your ticket now: na2.hubs.ly/H06Zm4k0
🗓️ It's only September. But for equity plans, year-end planning starts now.
📋 Line up your meetings with payroll, accounting, legal, HR, and your global advisors before the deadlines stack up.
🔗 See what to put on the agenda: na2.hubs.ly/H07Srnx0
🤔 Should a leave of absence pause an employee's vesting?
📊 Over 90% of companies say no. Pay equity, compliance, and accounting complications are all reasons why.
🔗 Get the full breakdown: na2.hubs.ly/H07Sr100
⚖️ In 2027, Section 162(m) expands to cover five more of your highest-paid employees—the "ARPA Five."
👥 And these five don't have to be officers. They can be any employee.
🔗 See who's affected and how to prepare: na2.hubs.ly/H07Srn90
📝 Auditors don't just take your equity plan expense numbers at face value.
⚠️ Do you know all 10 ways they might test yours?
🔗 Get the list of the top 10 things auditors look for in equity plans: na2.hubs.ly/H07Sfs40
📝 Modifying an equity award can look like a simple fix. But one change can trigger accounting expense, shareholder votes, SEC filings, and tax traps.
🔗 The six things to weigh first: na2.hubs.ly/H07Q7Wq0
📊 Two employees, equal in rank and tenure, each granted an RSU worth $10,000. Six months later, one was worth $10,000. The other, $14,756.
⚖️ The difference: the date each grant was priced. For volatile stocks, a multiday average evens that out.
🔗 na2.hubs.ly/H07M_qm0
