A summary of the administrative, tax, and other considerations that apply when options are gifted for estate planning purposes.
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Figuring Out Section 6039 Filings
Current Withholding Rates
Tax Reporting Guide for Stock Plan Transactions
Award Modifications: Key Considerations
Retirement Provisions for RSUs
Excess Tax Withholding: What You Need to Know
Restricted Stock and Unit Plans
FAQs on Form W-2 and 1099 Reporting for Equity Compensation
Taxation of Stock-Settled SARs
US Tax Withholding and Reporting for Stock Compensation
Administering an Employee Stock Purchase Plan