Equity Expert: A Podcast from the NASPP National Association of Stock Plan Professionals

In this episode of the NASPP Equity Expert Podcast, we are joined by Jonathan Fish, the CEO and co-founder of Cap Gains. Jonathan brings his extensive experience as a CPA and public accountant, focusing primarily on venture funds and private equity funds. He shares insights into the world of Qualified Small Business Stock (QSBS), a powerful tax incentive that can offer 100% capital gains tax savings.The key points of this episode include:Introduction to QSBSUnderstanding QSBS and its benefits...

In this episode of the Equity Expert Podcast, we are joined by DeRonnie Pitts of Fidelity Private Shares where we discuss his experience with Cap Tables and their affects on fundraising rounds and investor perception.The key points of this episode include:Guest Introduction and Background: 0:00 - 4:01Importance of Cap Table Management: 4:02 - 12:43Role of Equity in Motivating Employees: 12:44 - 18:15Discussion on "Salary Men" and Investor Expectations: 18:16 - 21:24Best Practices for Cap Tabl...

In this episode of the Equity Expert podcast, we are joined by Chris Hoffman the founder of Equity Admin co. A Cap Table specialist with extensive experience in managing the equity of companies ranging from newly incorporated startups to some of the largest private companies in the world.The key points of this episode include:What is a cap table?Common mistakes founders makeBest PracticesAdditional Resources:https://www.naspp.com/blog/the-crucial-role-of-cap-tableshttps://info.naspp.com...

In this episode of the Equity Expert podcast, we are joined by Stepan Kzrtian a former corporate lawyer with over a decade of experience helping founders navigate the legal journey across all stages of the startup lifecycle.The key points of this episode include:Understanding the 83(b) ElectionIssuing Founder StockCap Table ManagementShould You Grant Equity as a PercentageAdditional Resources:83(b) Election: The Multi-Million-Dollar Ticking Time BombWhat is the 83(b) election?Support the Show.

Kathy Son on the key moments that helped her career in equity compensation and tactics that can help you grow your own career. Episode Notes:Kathy’s start in equity compensation (1:06)When she realized she wanted to pursue this profession (3:14)Key moments in getting to her current role (5:33)Strategies to advance yourself in equity comp (8:06)Advice to her younger self (10:52)Advice for advocating for yourself (14:54)Current goals (18:27)Support the Show.

Learn how to prepare for T+1 and how the shortened settlement cycle will change stock plan administration from a day-to-day and strategic perspective.Episode Notes: Effect of T+1 on day-to-day operations (0:11) Impact of T+1 on strategy for stock plans (3:32)Trading windows and T+1 (6:50)Risks created by a shorter settlement period (8:58)Working with internal and external partners to ensure a smooth transition (10:35)How T+1 will change the future of stock plan administration (14:34...