FATCA Compliance – It’s Time for a Conversation

Most affected individuals, corporations and financial institutions (FIs) are well aware of FATCA (the Foreign Account Tax Compliance Act) and the fact that compliance with the legislation will be complex and difficult. What is less clear is exactly how those challenges can be identified, quantified and successfully resolved by the...

TSX Composite vs. the S&P 500: TSX Equity Compensation Trends

A new report from Equilar, featuring commentary from Solium Capital Inc. and Lane Caputo Compensation, found nearly double the percentage of S&P 500 companies now offer performance awards to their executives than those in the TSX Composite.   In fiscal year 2015—the most recent year for which reported executive pay...

Global Tax and Regulatory Update: February 2019

Subscribe to our monthly updates and never miss an issue!   This month’s update covers important information from Belgium to Canada! Last December in our newsletter we informed you that significant changes were expected to happen in Belgian tax law effective January 1, 2019. The Belgian parliament was expected to approve new requirements...

Go Dynamic! A Forfeiture Rate Comparison

  When companies issue stock awards, they’re required to recognize the expense for each grant. In doing so, they must take into account the number of forfeitures they anticipate. This estimate is based on historical forfeiture activity analysis and is expected to change over time as continued analysis is done....

NASPP-Solium Quick Survey: Global ESPP Administration

In July 2016 Solium and the NASPP launched a Global ESPP quick survey to NASPP members. Solium was interested in digging deeper into perceptions and trends in relation to local tax qualified share plans. Download the PDF to find out more!   Download now

409A Made Simple: Understanding Your Company’s Valuation

  Explore Solium Analytics If you’re a startup that grants stock options to its employees, chances are you’ve heard of 409A, a section of the US tax code that’s been around since 2004. Section 409A requires companies to properly value stock options they grant employees, which means they need regular...

A Brief History of Equity Compensation

Equity compensation feels so commonplace in our work cultures that it’s hard to imagine it was ever something new. But it was. And not that long ago, either. Don’t believe us? Gather ’round the campfire and listen in as Solium recounts the days of yore! 1950sish Who did it first?...

Seven Deadly Sins of Cap Table Management

We’re all familiar with the Seven Deadly Sins, even if our only exposure to them is the Brad Pitt film, Se7en. But what about when it comes to delivering a capitalization table? We count seven definite pinch points that might leave you feeling a little guilty. But not to worry....