Guides

Guide

AST Tax Compliance Guide

We are pleased to share a new tax compliance guide that includes detail around the various tax certification requirements for shareholders and employee plan participants. The guide also includes the following sections: FATCA, tax withholding, tax deposits and tax refunds, various IRS notices and tax reporting.

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Whitepapers

Whitepaper

5 Key Steps to Optimize Shareholder Engagement

5 Key Steps to Optimize Shareholder Engagement

Ownership data management and analytics are critical for measuring and managing a company throughout its evolutionary lifecycle. Learn what the AST experts have to say.

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Reports

Report

Tax Filing Extension to July 15, 2020

Tax Filing Extension to July 15, 2020

AST notifies clients that the IRS has extended the tax filing deadline to July 15, 2020 to provide relief to American taxpayers in the wake of COVID-19.

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Report

Case Study: AST’s No-Fail Strategic Plan for A Complex-Wide Proxy Campaign

Case Study: AST’s No-Fail Strategic Plan for A Complex-Wide Proxy Campaign

Failure was not an option when a major global fund manager with nearly $1 trillion in AUM prepared to acquire another large global fund manager. AST worked with both companies to advise on, plan and execute the proxy campaign for the reorganization of the 100-plus individual funds involved—working efficiently with multiple parties to ensure a successful result on an accelerated timeline.

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Research

Research

Blockchain in Capital Markets: More Evolution Than Revolution

Opimas, a leading management consultancy focused on capital markets, evaluates the current state of blockchain initiatives including AST’s forthcoming proxy voting solution.

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Research

AST Restricted Stock Guide

AST Restricted Stock Guide

We understand the challenges and difficulties that you and your shareholders may face when dealing with restricted or control securities. We have created this guide as a single resource for all aspects relating to the sale and transfer of restricted or control securities.

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