Compass Strategic Advisors

Countsy, along with Compass Strategic Advisors, is hosting It’s Stock Plan Tax Season and We’re Here to Help. Join us on on March 11 as special guest Bruce Brumberg shares his wisdom and experience understanding what to tell your employees when they have questions and your responsibilities as an employer. #compassstrategicadvisors #countsy #rgp #taxquestions

?? Mastering Tax Season: Expert Insights on Stock Plans ?? Join Bruce Brumberg, the expert Editor of myStockOptions.com, and Mairtini Ni Dhomhnaill Ni, the seasoned Founder at Countsy, for an engaging and insightful LinkedIn Live event! In 30- Minutes we’ll dive deep into how tax season impacts employees with company-sponsored stock plans and share expert strategies for clear, effective communication. Bruce will also reveal his top tips and tricks for making complex stock plan concepts easy to understand—whether for employees, consultants, or finance teams. If you're looking to demystify stock plan taxation and enhance your communication strategies, this is a session you won’t want to miss! Register now and prepare to take your stock plan knowledge to the next level! ??

?? Mastering Tax Season: Expert Insights on Stock Plans ?? Join Bruce Brumberg, the expert Editor of myStockOptions.com, and Mairtini Ni Dhomhnaill Ni, the seasoned Founder at Countsy, for an engaging and insightful LinkedIn Live event! In 30- Minutes we’ll dive deep into how tax season impacts employees with company-sponsored stock plans and share expert strategies for clear, effective communication. Bruce will also reveal his top tips and tricks for making complex stock plan concepts easy to understand—whether for employees, consultants, or finance teams. If you're looking to demystify stock plan taxation and enhance your communication strategies, this is a session you won’t want to miss! Register now and prepare to take your stock plan knowledge to the next level! ??

We're launching the first installment of our new webinar series, Vinyl Equity: On the Record. We'll be interviewing industry leaders from around the transfer agent ecosystem, discussing the impact technological advancements will have on the space, and sharing tips and tricks. Our first guest is Brian McDonald, formerly Morgan Stanley's Head of Direct and Institutional Businesses. Make sure to attend on March 12 for a great discussion. We're looking forward to having you!

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Legacy transfer agents create unnecessary hurdles for IPOs with outdated processes and poor communication. Vinyl Equity’s automation and real-time data offer a smarter, streamlined alternative. Companies shouldn’t let inefficiencies delay their success. ?? #IPO #Fintech #TransferAgents

Did you miss our webinar, "10 Tips in 30 Minutes to Keep Your Equity Program Compliant," featuring Mairtini Ni Dhomhnaill (Countsy), Wendy Moore (Perkins Coie), and Carine Schneider (Compass Strategic Advisors)? No worries! We've got you covered—watch the ?? recording here. ??

In just 30 minutes, gain the essential insights you need to ensure your equity program stays compliant and resilient in today’s evolving regulatory landscape. Compliance isn’t just a requirement—it’s a cornerstone of organizational success. Join Carine Schneider, Founding Partner of Compass Strategic Advisors, as she shares 10 actionable tips alongside industry experts Wendy Moore, Partner at Perkins Coie, and Mairtini Ni Dhomhnaill, Founder of Countsy. #equitycompensation #stockplans #QSBC #409a #equity #stockplanadministration

Tomorrow is the webinar hosted by Countsy: 10 Tips in 30 Minutes to Keep Your Equity Program Compliant with?Martini Ni Dhomhnaill?(Countsy),?Wendy Moore?(Perkins Coie), and?Carine Schneider?(Compass Strategic Advisors). Make sure to attend it tomorrow.

We see a lot of private companies at various stages asking this question (and violating employee and tax laws). We'll answer this question on Tuesday: "Should I care if people are consultants or employees?"?Compass Strategic Advisors is hosting 10 Tips in 30 Minutes to Keep Your Equity Program Compliant. Make sure to attend it on February 11. Only 1 more day to register.