Tax and Compliance

Demystify complex regulatory topics with our robust resource library, and learn more about recent and upcoming changes.

  • Global Equity Plan Management at Your Fingertips with Shareworks Global Intelligence58:11

    Global Equity Plan Management at Your Fingertips with Shareworks Global Intelligence

    Gain insight into the changing landscape of global equity plan management.

    Watch
  • Shareworks Global Intelligence Newsletter April 2021

    Shareworks Global Intelligence Newsletter April 2021

    Check out our March Global Intelligence Newsletter to stay updated on global tax and global share plan changes.

    Read
  • Shareworks Global Intelligence Newsletter March 2021

    Shareworks Global Intelligence Newsletter March 2021

    Check out our March Global Intelligence Newsletter to stay updated on global tax and global share plan changes.

    Read
  • Operating Canadian Equity Plans and Anticipated Changes to Taxation of Stock Options

    Operating Canadian Equity Plans and Anticipated Changes to Taxation of Stock Options

    Discover how taxation of stock options within Canadian equity plans and Canadian stock options are changing.

    Read
  • Sources of Equity Dilution

    Sources of Equity Dilution

    Learn the different types of dilution of shares in our equity dilution guide. View industry benchmarks by investor stage, typical dilution rates and more.

    Read
  • How to Calculate Equity Dilution: Determining Ownership Stake Over Time

    How to Calculate Equity Dilution: Determining Ownership Stake Over Time

    Find out how to calculate equity dilution online with Shareworks Startup Edition. Learn a stock dilution formula, see common equity dilution scenarios and more.

    Read
  • Confidently manage the complexity of your international equity plans with Shareworks Global Intelligence.

    Learn More
  • How Does Equity Get Diluted?

    How Does Equity Get Diluted?

    In part two of our equity guide, we answer how does equity get diluted and work. Learn about anti-dilution protection and view an equity dilution example.

    Read
  • What is Equity Dilution?

    What is Equity Dilution?

    Learn what equity dilution is and how it works.

    Read
  • Explore the collection of Global Intelligence Newsletters

    Explore
  • Tips for Granting Global Equity

    Tips for Granting Global Equity

    Learn about 5 tips for granting employees equity around the world and more.

    Read
  • Shareworks Global Intelligence Newsletter December 2020

    Shareworks Global Intelligence Newsletter December 2020

    Check out our December Global Intelligence Newsletter to stay updated on global tax and global share plan changes.

    Read
  • International Tax Regulations: Tackling Multiple Jurisdictions and Regulatory Compliance

    International Tax Regulations: Tackling Multiple Jurisdictions and Regulatory Compliance

    See things to consider with international tax regulations when offering equity to employees in multiple countries.

    Read
  • Offering Equity to Remote Employees | Shareworks by Morgan Stanley0:26

    Offering Equity to Remote Employees | Shareworks by Morgan Stanley

    How can you responsibly grant equity to remote employees? You need to have a clear and detailed equity policy in your grant plan that reduces guess work.

    Watch
  • When Educating Global Participants about Equity-Based Compensation, One Size Does Not Fit All

    When Educating Global Participants about Equity-Based Compensation, One Size Does Not Fit All

    See tips for your private company's global communication plan on equity-based compensation to plan participants.

    Read
  • Equity Related Tax Information | Shareworks by Morgan Stanley0:43

    Equity Related Tax Information | Shareworks by Morgan Stanley

    How do you provide key tax information about equity plans to employees? It's important to make sure equity-related tax info is consumable for you employees with simple graphics and no jargon.

    Watch
  • Shareworks Global Intelligence Newsletter April 2020

    Shareworks Global Intelligence Newsletter April 2020

    Check out our March Global Intelligence Newsletter to stay updated on global tax and global share plan changes.

    Read
  • Offering Equity in Multiple Jurisdictions | Shareworks by Morgan Stanley0:29

    Offering Equity in Multiple Jurisdictions | Shareworks by Morgan Stanley

    How do businesses handle regulatory compliance when offering an equity plan in multiple jurisdictions? Every country has different requirements and structures.

    Watch
  • What to Consider When Globally Expanding Your Company’s Equity Plan

    What to Consider When Globally Expanding Your Company’s Equity Plan

    Read
  • Four Things to Know about Shareworks Global Intelligence

    Four Things to Know about Shareworks Global Intelligence

      Up to Date. Each month, we release our Global Intelligence newsletter, designed to bring you the latest tax and legal compliance information from around the world. Make sure you are signed up...

    Read
  • How to Estimate Forfeiture Rate for ASC 718 Stock Based Compensation

    How to Estimate Forfeiture Rate for ASC 718 Stock Based Compensation

    What is a Forfeiture Rate? The forfeiture rate is the percentage of options that you expect to cancel in a year based on historical data. So for every single year in which options are granted, you...

    Read
  • ASU 2018-07: The Low-Down on FASB’s Changes to Non-Employee Accounting

    ASU 2018-07: The Low-Down on FASB’s Changes to Non-Employee Accounting

    By now you may have heard that  FASB announced the issuance of ASU 2018-07: Simplifications to Accounting for Nonemployee Share-Based Payments on June 20, 2018. If FASB announcements give you...

    Read
  • loading
    Loading More...