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Category: Equity education

What is Form 3921?

If employees exercised incentive stock options (ISOs) last tax year, your company needs to file IRS Form 3921. Companies must file one form per employee, and if they miss the deadline or ignore IRS reminders and fail to file, they could end up paying expensive fines.

What is stock dilution?

Stock dilution, also called equity dilution or share dilution, happens when a company issues additional shares, which reduces the ownership percentage of existing shareholders in

What is a 409A valuation?

Learn everything you need to know about section 409A of the internal revenue code. From what is a 409A valuation to 409A methodologies and process.

Common stock vs. preferred stock

Common stock and preferred stock both offer different benefits to shareholders. In general, common stock is reserved for employees, while preferred stock is given to investors.