ISO/ESPP Flow Charts: Section 6039 Flow Charts

Sample Confirmation of Enrollment

ESPP Disposition Survey

ESPP Qualifying Disposition Survey

Cost Basis Cheat Sheets

Example 6039 FAQ for Employees

Sample Email Explaining the $25,000 Limitation

Sample Explanation of the $25,000 Limitation

Sample $25,000 Limit Worksheet for Employees

Sample FAQs on Cost-Basis Reporting

Understanding Compensatory Stock Options

Form W-2 Reporting Checklist for Stock Compensation

FAQs for a New ESPP

Sample Grant Cover Letter - Stock Option

Sample Grant Notice--Three Things You Need to Know About Your Grant

Sample Disqualifying Disposition Survey for ISOs

ISO Disqualifying Disposition Notice

Disqualifying Disposition Survey for ESPP

Purchase Checklist for ESPP

ESPP Approvals Checklist

Cost-Basis Reporting Examples for ESPPs

Cost-Basis Reporting Example for RSUs

Sample Email: Five Things You Need to Know About Form 1099-B

Cost-Basis Reporting Flow Chart for NQSO

Restricted Stock Flow Charts: Cost-Basis Reporting Flow Chart fo...

Cost-Basis Reporting Flow Chart for RSU (without Deferral)

Cost-Basis Reporting Flow Chart for RSU (with Deferral)

Cost-Basis Reporting Examples for NQSOs

Cost-Basis Reporting Examples for ISOs

Sample Email on Cost Basis

Presentation on ISOs for Employees at Private Companies

Sample Presentation on Stock Options

FAQs on FICA Taxes on RSUs for Retirement-Eligible Employees

Sample Employee Presentation on ESPP, Stock Options, and Awards

ESPP Sample Q&A on Share Shortfall

Sample ESPP Make Whole Q&A

Sample Proposal: Share Deficiency Situation

Example Memo re: Form 3921

Example Memo to Employee re: Form 3922

Example Memo to Employees re: Form 3922 (transfer not at purchase)

Example Form 3921 Electronic Return

Guide to Transferable Options

Sample 6039 Information Statements

Example Aggregate Forms 3921 and 3922

Underwater Options Exchange Checklist

ESPP Communications Checklist

Sample RSU Vest Employee Income/Tax Communication

Sample Schedule TO - Initial Communication

ESPP enrollment/change form

ESPP Presentation for Participants

Option Exchange Communication from Plan Administrator

Option Exchange Communication from CEO

ESPP FAQ

Sample Additional Communications for Exchange Offer

ESPP Enrollment Form

Sample ESPP Withdrawal Form

Sample Exercise Notice

Stock Split FAQs

Sample Disqualifying Disposition Survey

Cover Letter - Restricted Stock Tax Report

Cover Letter - Quarterly Option Tax Report

Sample Exercise Notice