NASPP

Retirement is no longer a fixed event. How your equity awards treat it shapes employees’ decisions, financial outcomes, and sense of fairness. 🔗 Join us: na2.hubs.ly/H08zd5p0

📝 For shares acquired through equity awards, the cost basis on Form 1099-B is often too low or missing. 📊 If employees don’t catch it, they can end up paying tax on the same income twice. 🔗 Get 3 ways to help employees report their sales correctly: na2.hubs.ly/H08NTP-0

🚀 Public companies have largely moved to RSUs. Startups still grant stock options. 📊 When a company grows significantly, options can outperform RSUs. When it doesn’t, they can be worth nothing. 🔗 See why startups take that bet: na2.hubs.ly/H08NTbW0

IPO prep. M&A integration. Board requests. Restructuring. Equity teams are being pulled into strategic work, but fragmented systems keep them firefighting. Register now: na2.hubs.ly/H08zdcw0

💰 Hold ESPP shares long enough, and part of the gain can shift from a 37% top tax rate to 20%. 📉 Sell too soon, and the full purchase-date spread is taxed as ordinary income, even if the stock drops. 🔗 Get the full breakdown: na2.hubs.ly/H08NSPc0

📅 “What is a day?” sounds simple. In mobility compliance, it isn’t. 🌍 Jurisdictions count days differently, and it affects 183-day limits, income sourcing, and residency. 🔗 Get tips for a consistent day-count policy: na2.hubs.ly/H08KXlQ0

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