Tax and Compliance

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

  • Issuing Equity Awards in Canada: A Primer for Canadian Controlled Private Corporations (CCPC)

    Issuing Equity Awards in Canada: A Primer for Canadian Controlled Private Corporations (CCPC)

    View the tax benefits for awards issued by a Canadian Controlled Private Corporation or CCPC.

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  • Shareworks Global Intelligence Newsletter September 2020

    Shareworks Global Intelligence Newsletter September 2020

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

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  • 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.

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  • Shareworks Global Intelligence Newsletter May 2020

    Shareworks Global Intelligence Newsletter May 2020

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

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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.

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  • Shareworks Global Intelligence Newsletter March 2020

    Shareworks Global Intelligence Newsletter March 2020

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

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

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  • Shareworks Global Intelligence Newsletter January 2020

    Shareworks Global Intelligence Newsletter January 2020

    View our January Global Intelligence Newsletter to stay updated on global tax and global share plan changes.

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  • Shareworks Global Intelligence Newsletter February 2020

    Shareworks Global Intelligence Newsletter February 2020

    See our February Global Intelligence Newsletter to stay updated on global tax and global share plan changes.

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  • Your Cheat Sheet for Going Global

    Your Cheat Sheet for Going Global

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  • Granting Equity Globally: What Legal and Finance Need to Know

    Granting Equity Globally: What Legal and Finance Need to Know

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  • It’s Never too Soon to Prepare for Year-End Tax Reporting

    It’s Never too Soon to Prepare for Year-End Tax Reporting

    Check out tips for year-end tax preparation and why starting early leads to successful year-end tax reporting.

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  • Shareworks Global Intelligence Newsletter October 2019

    Shareworks Global Intelligence Newsletter October 2019

    Shareworks Global Intelligence newsletter provides an overview of recent changes affecting employee share plans globally. Subscribe to our monthly updates and never miss an issue!

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  • Five Things to Know about Shareworks Global Intelligence in 2019

    Five Things to Know about Shareworks Global Intelligence in 2019

      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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  • Shareworks Global Intelligence Newsletter September 2019

    Shareworks Global Intelligence Newsletter September 2019

    Shareworks Global Intelligence newsletter provides an overview of recent changes affecting employee share plans globally. Subscribe to our monthly updates and never miss an issue!

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  • Shareworks Global Intelligence Newsletter August 2019

    Shareworks Global Intelligence Newsletter August 2019

    Shareworks Global Intelligence newsletter provides an overview of recent changes affecting employee share plans globally. Subscribe to our monthly updates and never miss an issue!

    Read
  • Option Pricing Models: An Overview of Lattice Models and Black-Scholes

    Option Pricing Models: An Overview of Lattice Models and Black-Scholes

    Gain a better understanding of the history of Lattice Models and Black Scholes, how each model works, and what the most commonly used model is to calculate the value of equity compensation awards.

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  • Accurate Option Expensing: It’s Not Just for Public Companies

    Accurate Option Expensing: It’s Not Just for Public Companies

    As a growing private company, you likely understand the advantages (some say necessity) of granting stock options and other forms of equity compensation to employees and consultants. Equity...

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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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  • 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...

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  • How to Account for Expired Stock Options

    How to Account for Expired Stock Options

    One of the best ways to attract talent is to offer them stock options as part of their compensation package. The process for awarding stock compensation is standard enough; you do the legwork...

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