Equity Expert: A Podcast from the NASPP

National Association of Stock Plan Professionals
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News, insights, and conversations on all matters equity and executive compensation. Created and moderated by the National Association of Stock Plan Professionals, the largest association for the stock compensation community, with over two decades of leadership providing expert resources, education, and other benefits for more than 6,000 members.

  1. 09/09/2024

    Salus: Employee Education

    In this episode of the NASPP Equity Expert Podcast, Amit Gupta the CEO and Co-Founder of Salus, shares insights on how to increase the engagement of equity compensation programs through personalized education, automation, and technology. Key Points Covered The Perceived Value Gap in Equity CompensationPersonalized Equity Education and AutomationThe Importance of Visual, Interactive LearningMeeting Employees Where They Are with On-Demand EducationAdditional Resources: Employee Education: 4 Easy Ways to Double Your Equity Plan EngagementSupport the show

    24 min

  2. 08/08/2024

    Equity People: Managing Down Rounds

    In this episode of the NASPP Equity Expert Podcast, we interview Tamas and Spela from Equity People. Tamas and Spela, experienced equity consultants, share their insights on managing equity during down rounds, the importance of transparency and communication, and the differences in equity perception between the US and Europe. Key Points Covered Managing Equity During Down Rounds:Importance of Transparency and Communication:Regional Differences in Equity Perception:Planning and Benchmarking for Equity Grants:Additional Resources: Down Rounds: How to Strategically Adapt Your Share Option Plan During Volatile Markets Support the show

    38 min

  3. 07/17/2024

    Accounting 101: Bill Storey

    In this episode of the Equity Expert Podcast, we interview Bill Storey, Managing Partner of Your Equity Solutions. Bill, an experienced equity compensation consultant, shares his insights on the accounting treatment of equity compensation, the importance of avoiding silos, and practical advice for managing equity plans. Key Points Covered Introduction to Bill Story and Your Equity Solutions Foundational Knowledge Needed for Equity Compensation Accounting The Importance of Avoiding Silos and How to Prevent Them Best Practices for Managing Equity CompensationAdditional Resources: NASPP | Accounting for Stock Plans  NASPP | Stock Plan Fundamentals  Support the show

    34 min

  4. 07/15/2024

    Global Compliance: Maor Levran

    In this episode of the NASPP's Equity Expert Podcast, we are joined by Maor Levran, the CEO and co-founder of Slice. Maor, a former corporate attorney, discusses his transition from law to entrepreneurship, the founding of Slice, and the complex world of international equity transactions. The key points of this episode include: International Equity Transactions Global Acceptance of Equity Winning the War for Talent Importance of Staying Updated on ComplianceAdditional Resources: Global Plan Design Bootcamp Around the Globe: A Guide to Equity Grants in Poland's Thriving R&D Landscape Support the show

    31 min

  5. 06/03/2024

    What Do You Mean Tax Free? Qualified Small Business Stock

    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 benefitsHistorical context and changes over timeImportance for venture funds, entrepreneurs, and early employeesCorporate and Shareholder Level RequirementsRequirements at the corporate level, such as being taxed as a C Corp and having less than $50 million in gross assetsShareholder requirements, including original issuance of stock and a five-year holding periodCommon pitfalls and misconceptions around QSBS eligibilityNavigating QSBS Regulations and IRS AuditsThe role of private letter rulings from the IRS in determining qualified trades or businessesPotential complications from actions like stock redemptions, S elections, and exceeding asset thresholdsRecent changes in tax legislation affecting QSBS, such as the capitalization of R&D expensesMarket Trends and AwarenessThe impact of market liquidity and legislative changes on the popularity and understanding of QSBSStrategies for maintaining eligibility and maximizing benefits, including the Section 1045 rollover provision for gains reinvestmentAdditional Resources: Founders, Unlock Big Tax Savings with Qualified Small Business Stock (QSBS)Support the show

    34 min

  6. 05/06/2024

    Cap Tables & Investor Perception

    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 - 4:01 Importance of Cap Table Management: 4:02 - 12:43 Role of Equity in Motivating Employees: 12:44 - 18:15 Discussion on "Salary Men" and Investor Expectations: 18:16 - 21:24 Best Practices for Cap Table Management: 21:25 - 25:55 Additional Resources: Solution Showcase: Cap Table Event Best Way to Prepare For an Exit? Get Your Cap Table Right From The Start! Founders Mistakes - Cap Tables Support the show

    25 min

  7. 04/05/2024

    Founders Mistakes: Cap Tables

    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-tables https://info.naspp.com/cap-tables-showcase Support the show

    37 min

  8. 03/09/2024

    Founders Mistakes: The 83(b) Election

    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) Election Issuing Founder Stock Cap Table Management Should You Grant Equity as a PercentageAdditional Resources: 83(b) Election: The Multi-Million-Dollar Ticking Time Bomb What is the 83(b) election? Support the show

    28 min
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About

News, insights, and conversations on all matters equity and executive compensation. Created and moderated by the National Association of Stock Plan Professionals, the largest association for the stock compensation community, with over two decades of leadership providing expert resources, education, and other benefits for more than 6,000 members.

Information

  • Creator
    National Association of Stock Plan Professionals
  • Years Active
    2019 - 2024
  • Episodes
    51
  • Rating
    Clean
  • Copyright
    © 2024 Equity Expert: A Podcast from the NASPP
  • Show Website
    Equity Expert: A Podcast from the NASPP