Tax and Compliance

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

  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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

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  • What is Equity Dilution?

    What is Equity Dilution?

    Learn what equity dilution is and how it works.

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  • Tips for Granting Global Equity

    Tips for Granting Global Equity

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

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  • Explore the collection of Global Intelligence Newsletters

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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

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

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  • 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...

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  • 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...

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  • Form 3921 – Who Needs to File, When to Do it, and How to Do it

    Form 3921 – Who Needs to File, When to Do it, and How to Do it

    You need to file IRS Form 3921 if your employees exercised stock options last year. Get the rundown on how and when to do it, including deadlines and late filing fees.

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  • Equity Dilution Guide 101: A Startup Guide to Equity Dilution

    Equity Dilution Guide 101: A Startup Guide to Equity Dilution

    Discover, what is equity dilution and how dilution works.

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  • How preferred stock affects the value of your equity

    How preferred stock affects the value of your equity

    Cap tables can start to get complicated with just a few rounds of financing, so pro-forma and scenario analysis can get tricky. Here’s a breakdown of exactly how preferred stock works in different...

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  • A Simple Explanation of ASC 718 (123R)

    A Simple Explanation of ASC 718 (123R)

    What is stock expensing and how is it done? Here’s a quick and dirty explanation on what you need to know about ASC 718 (FAS 123R) and how it affects your company. What is ASC 718? According to...

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