Tag Archives: disclosures

The Efficiency Factor: Lower Legal Fees + Stellar Service = More Client Work

I recently interviewed a corporate attorney at Shulman Rogers, a mid-sized law firm in Potomac, MD. Max Masinter told me that Corporate Focus has become “a foundation” of his practice because of its efficiency and client service benefits. In fact, … More

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How Did Your Year-End Equity Compensation Reporting Audit Go?

Near the end of 2009, I posted the article, Be Happy Generating Your FAS 123R Year-End Disclosures. Now that the 2009 audit season is coming to a close, I wonder how many private companies truly had a stress-free audit? How … More

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FAS 123R – Part 3: FAS 123R Reporting Disclosures … Clarified

Learn what a typical, privately-held, venture-backed company needs to understand to properly report equity compensation expense related to “plain vanilla” stock option grants Continue reading More

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Be Happy Generating Your FAS 123R Year-End Disclosures

As I was starting to write the first part of my new blog series: Five Ways to Perform Year-End Equity Management and FAS 123R Reporting Faster, I received an email from a new customer who recounted a conversation he imagined … More

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Equity Management: Easy as 1-2-3

As the founder of Two Step Software, I’ve been asked numerous times how to simplify the many complex aspects of equity management. When we developed our online system 15 years ago, our goal was to use a database application to … More

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SEC Requests More Analysis and Better Presentation of Disclosures

As the 2008 proxy statement season approaches, John W. White, Director, Division of Corporation Finance of the U.S. Securities and Exchange, looked back and commented on executive compensation disclosures in the 2007 proxy season at last month’s Annual Proxy Disclosure Conference in San … More

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SEC Testimony Concerning Tax and Accounting Issues Related to Employee Stock Options and FAS 123R

On June 5th, John W. White, Director, Division of Corporation Finance, U.S. Securities & Exchange Commission, testified before the U.S. Senate Permanent Subcommittee on Investigations. He covered a wide range of issues concerning stock options, executive compensation disclosure, option backdating, and … More

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