🚀 If SpaceX is now public, why isn’t it in the S&P 500?
The SpaceX IPO is dominating the headlines but beneath the $2 trillion valuation lies a fascinating...
Tax, Accounting and Startups
Arushi Bhandari is an MBA and a licensed CPA in the state of California. She has helped several Silicon Valley companies at different stages with their accounting and tax related issues. Her publications eBooks - STARTUP Financing, Equity and Tax and Introduction to Equity Compensation are available on Apple iBookstore, Amazon Kindle and Google Play. She maintains a public blog at www.startuptaxaccounting.com, and has guest blogged at different platforms such as The Startup Garage and Belmont…
Latest posts
ISO Sales: How to Avoid Paying Tax Twice on the Same Income
🚨For anyone with employer stock options - The most common mistake on tax returns isn’t a...
Which equity award to tap for instant 💸 cash—your RSUs or stock options?
If you have vested RSUs (already taxed via sell-to-cover, held <1 year) and vested but...
Managing a Reverse Stock Split Alongside an SEC Filing (10-K or 10-Q) 📊
In the middle of a reporting cycle, a reverse stock split can feel like a curve ball. Consolidating...
Understanding Key SEC Regulations
Understanding Key SEC RegulationsThe table below provides a comprehensive comparison of the major...
DWAC 🆚 DRS Transfers
🏦DWAC (Deposit/Withdrawal at Custodian) and 💻DRS (Direct Registration System) are both electronic...
Wall Street’s Quarterly Ritual- Earnings Calls 📊
Behind every stock move 📈 and market headline lies Wall Street’s most powerful quarterly...
What is an📈 ESPP (Employee Stock Purchase Plan)
What is an📈 ESPP (Employee Stock Purchase Plan)An ESPP (Employee Stock Purchase Plan) that qualifies...
Financial Statements Staleness
There are four main financial statements:Balance sheets; Income statements; Cash flow statements;...
What are Emerging Growth Companies and how is the cap on their annual gross revenue indexed to inflation?
Emerging Growth Companies (EGCs) are a new category of issuers created by the Jumpstart Our Business...
What is a Wells Notice? 📩 What is a Wells Notice? A Wells Notice is generally a letter from the…
What is a Wells Notice? 📩 What is a Wells Notice? A Wells Notice is generally a letter from the...
If your company files a 📕 registration statement with the U.S. Securities and Exchange Commission can it offer its securities for sale?
If your company files a 📕 registration statement with the U.S. Securities and Exchange Commission...
Listing vs. Annual Fees for NYSE and NASDAQ
Both NYSE and NASDAQ are publicly traded corporations subject to the standard filing requirements...
SEC Adopts Rules on Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure...
SEC Adopts Rules on Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure...
Three main alternatives for a company looking to go public - Traditional IPO, SPAC and Direct…
Three main alternatives for a company looking to go public - Traditional IPO, SPAC and Direct...
What causes a company to be delisted from a stock exchange?
“Delisting” is the process where a company’s stock that was previously listed on a stock...
Twitter becomes a private company
Twitter becomes a private company upon the close of the merger with X Holdings II, Inc., a wholly...
What is a stock halt and how is it different from a trading suspension?
A stock halt or trading halt happens when a stock exchange stops allowing investors to trade shares...
SEC Amendments - Updating EDGAR Filing Requirements and Form 144 Filings
Securities and Exchange Commission (SEC) adopted “Updating EDGAR Filing Requirements and Form...
Special Purpose Acquisition Companies (“SPACs”)
Special Purpose Acquisition Companies (“SPACs”) also known as blank check companies allow an...