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Equity Operations

Year-End Equity Planning: First-Hand Lessons from Vermeer Corporation

Managing equity and shareholder administration in family businesses is both an opportunity and a challenge. As businesses grow and families expand, keeping pace with evolving governance needs and the complexities of digital transformation becomes crucial.

Equity Operations

The Intersection of Equity Management and Tax Planning

Tax season always seems to bring equity management into sharp focus. All year long, shareholder records, ownership data, and transaction histories may seem under control—until they’re suddenly not.

Equity Operations

Hosting an Annual Liquidity Window: A Step-by-Step Guide for Private Companies

Liquidity, once a luxury reserved for public companies, is becoming an essential tool for private companies.

Equity Operations

Is Your Business Ready for Digital Transformation?

So, your business has already taken significant steps toward modernization—perhaps you’ve upgraded production lines or launched a new website to enhance the customer experience. Congrats!

Equity Operations

How ACH Payments Enhance Your Equity Management

As private companies shift towards digital solutions for managing equity operations—such as issuing stock certificates and managing equity transactions—speed, efficiency, and accuracy are critical.

Equity Operations

Embracing Digital Transformation in Family Offices: Leveraging Technology for Efficiency and Growth

Family offices, known for their personalized and hands-on approach, are now integrating technology to stay relevant and competitive. This digital shift streamlines processes, enhances decision-making, and delivers superior client experiences. Let’s explore how technology is driving operational excellence in family offices and the key benefits of embracing digital transformation.

Equity Operations

Mastering Cost Basis Tracking and Analysis

Equity Operations

Embracing Equity: The Benefits of Employee Ownership

Equity Operations

Best Practices for Utilizing Shareholder Portals

Equity Operations

The Benefits and Implementation of Digital Stock Certificates

Equity Operations

Bridging the Divide: How NextGen Leaders Can Balance Tradition and Innovation

The next generation (NextGen) of leaders is ascending into leadership roles at established private companies and family businesses.

Equity Operations

ASC 718: What is it?

ASC 718, housed within the Financial Accounting Standards Board's (FASB) Accounting Standards Codification (ASC), dictates how companies account for stock-based compensation.

Equity Operations

Understanding the Schedule K-1 Tax Form

As tax season approaches, individuals and businesses alike find themselves navigating the complex web of tax forms, regulations, and deadlines. One such form that often perplexes taxpayers is the Schedule K-1. This document plays a crucial role in tax reporting for partnerships, S corporations, and other pass-through entities. In this comprehensive guide, we will dive deep into the world of Schedule K-1, shedding light on its purpose, due dates, filing requirements, contents, and the intricacies of filing for extensions.