IPO readiness is one of the key themes at this year’s J.P. Morgan Healthcare Conference in San Francisco. Transitioning to public markets is naturally rooted in financial fundamentals, but what does it take to prepare the people driving this, the founders, senior executives and talent base? How can they best prepare for the personal liquidity that comes from vesting – and what are some of the unique challenges facing healthcare sector companies planning to IPO in 2026?

Sam Quinn, Head of East Healthcare Practice for J.P. Morgan Private Bank and Chris Dohrmann, Strategic Partnerships for Equity Plan Services, J.P. Morgan Workplace Solutions, join host Ankur Nanda on our Prosperity at Work podcast to share their insights on the potential pitfalls and opportunities.

Among the topics discussed are:

· Passion v planning: How founder focus on growing their business can sometimes lead to their neglecting personal financial needs

· Tax planning for incentive stock options

· Food and Drug Administration (FDA) approvals, blackout periods and trading windows

· The importance of starting IPO conversations early and engaging with the right stakeholders

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

Global employee equity: Navigating local rules, tax and complexity for mobile employees

Employee mobility went mainstream during the pandemic years and continues to be a reality of the modern working world. No longer something that affects only executives, the term digital nomad is more and more relevant across all employee tiers.

Advances in technology benefitting tax authorities, and the need to keep up-to-date with changing tax laws and reporting requirements have added complications for HR, payroll and equity award administrators.

With that in mind, global stock plan professional and Rutlen Associates LLC Partner Marlene Zobayan joined us on the Prosperity at Work podcast, where she and host Chris Dohrmann took a deep dive into what can be a challenging area for companies.

Among the topics discussed were:

• Where are your executives based and how are you tracking this
• Attitudes of US states and other countries towards mobility and equity-related tax collection
• How technological advances make it easier for tax authorities to detect non-compliance
• Best practices for companies
• Digital nomads and associated issues

Listen now!

This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This publication is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

The information provided in this podcast is intended for informational and educational purposes only; it is not intended as an offer for any specific product or service. Rutlen Associates LLC is not affiliated with JPMorgan Chase & Co. The podcast contains the views of a J.P. Morgan employee, which may differ from the views of J.P. Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone. Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult a qualified professional.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

Financial year-end can be a chaotic time for stock plan admins. There’s always a long list of things to do, with never enough time for everything and potential pitfalls lurking around every corner… but it doesn’t have to be that way.

Equity professional Georgina Lai, who has previously led equity programs at Pinterest, Reddit and Instacart, and worked on Meta’s (formerly Facebook) transition from private to public, joins host Chris Dohrmann on our Prosperity at Work podcast to share insights on how to take the pain out of year-end prep.

Among the topics discussed are:

· The importance of reliable data

· Working effectively with all internal stakeholders

· Staying on top of regulatory requirements

· Being as organized as possible

· The challenges associated with administrating plans across multiple countries

The information provided in this podcast is intended for informational and educational purposes only; it is not intended as an offer for any specific product or service. Georgina Lai is not affiliated with JPMorgan Chase & Co. The podcast contains the views of a J.P. Morgan employee, which may differ from the views of J.P. Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone. Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult a qualified professional.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.