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

Global Tax and Regulatory Update: March 2019

Subscribe to our monthly updates and never miss an issue!   This month’s update covers important information from Aruba to Singapore! We also have a feature on operating share plans post-Brexit.     On December 3, 2018, the Government presented a fiscal reform plan which shall take place in 4 phases during...

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...

Global Tax and Regulatory Update: April 2019

Subscribe to our monthly updates and never miss an issue!   On February 20, 2019, the Brazilian government proposed changes to the social security contribution rates for both private and public sector employees, as noted below. If this proposal is approved by the Brazilian National Congress, the social security contribution for...