John Doyle of International Law Solutions talks global ESPPs.
Example 6039 FAQ for Employees
Figuring Out Section 6039 Filings
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Equity Awards Filing Chart with Deadlines for 19 Countries
Tax Reporting Guide for Stock Plan Transactions
Global Updates: Remote Work Social Security Impacts | Tax Relief...
The Global Equity Matrix
Global Equity Compensation Legislative Updates - Q1 2020
Ten Facts About the ESPP $25,000 Limitation
Understanding the $25,000 Limit in Seven Slides
Sample Email Explaining the $25,000 Limitation
Sample Explanation of the $25,000 Limitation
Sample $25,000 Limit Worksheet for Employees
How Common are Employee Stock Purchase Plans?
Designing and Implementing an Employee Stock Purchase Plan
Cadillac ESPP Considerations: What You Need to Know Before Adopting
2018 Global Equity Incentives Survey: Executive Summary
ESPP Valuation – 4 Missing Pieces
Transcript: Ten Global Gotchas
Recent Legislative Updates - March 2019
Recent Legislative Updates - January/February 2019
New Rules for 401(k) Plans Affect ESPPs
Notice of Proposed Rulemaking: Hardship Distributions of Electiv...
Tax Changes for 2019
Recent Legislative Updates - October 2018
Recent Legislative Updates - August-September 2018
FAQs for a New ESPP
Recent Legislative Updates - July 2018
Recent Legislative Updates - June 2018
Recent Legislative Updates - May 2018
Recent Legislative Updates - April 2018
Recent Legislative Updates - March 2018
Transcript: Around the World in 90 Minutes 2018
Recent Legislative Updates - February 2018
Disqualifying Disposition Survey for ESPP
Purchase Checklist for ESPP
ESPP Approvals Checklist
Recent Legislative Updates - January 2018
2018 Deadlines Approach to Furnish ISO and ESPP Information Stat...
Reminder: ISO and ESPP Information Returns and Statements
Section 423: Employee Stock Purchase Plans
Recent Legislative Updates - December 2017
Recent Legislative Updates - October/November 2017
Survey Says: 10 Dos & Don'ts of Stock Plan Administration
Recent Legislative Updates - September 2017
Keys to Tax Compliance Readiness When a US Nonresident Director ...
Recent Legislative Updates - July/August 2017
Tax-Qualified Plans – Blessing or Curse?
Removal of Main Residence Exemption for Non Residents
Ongoing Brexit Uncertainty - Our Survey Says...
Recent Legislative Updates - June 2017
The SEC's Pay Ratio Disclosure Rule - Strategies for Dealing wit...
Recent Legislative Updates - May 2017
Good News - Tax Qualified Free Share Awards - Social Contributio...
Recent Legislative Updates - April 2017
UK Launches Mandatory Gender Pay Gap Reporting
Recent Legislative Updates - March 2017
Transcript: Around the World in 90 Minutes
Recent Legislative Updates - February 2017
Recent Legislative Updates - January 2017
Ayco's Updated Survey of Employee Stock Purchase Plans
Recent Legislative Updates - December 2016
Recent Legislative Updates - November 2016
Recent Legislative Updates - October 2016
Quick Survey on Global ESPP Administration
Recent Legislative Updates - September 2016
Recent Legislative Updates - August 2016
Results of the 2016 Employee Stock Purchase Plan Survey
The Equity Equation: What to do when your Board goes global
Cost-Basis Reporting Examples for ESPPs
The Equity Equation: New Data Privacy Turmoil
Clients and Friends Newsletter - April 2015
Clients and Friends Newsletter - December 2014
IRS Filing and Reporting Requirements for ISO Exercises and ESPP...
Clients and Friends Newsletter - September 2014
Global Equity Compensation Considerations in an Inversion Transa...
ESPP in China...Should You Dare?
Taxation of Restricted Shares for Internationally Mobile Employees
Blame it on Switzerland
NASPP Quick Survey: ESPP Administration
NASPP Quick Survey: Globally Mobile Employees
White Paper on Beneficiary Designations in Equity Plans
Sample Employee Presentation on ESPP, Stock Options, and Awards
Employee Stock Purchase Plans and the Calculation of Basic and D...
ESPP Sample Q&A on Share Shortfall
Sample ESPP Make Whole Q&A
Sample Proposal: Share Deficiency Situation
Example Memo to Employee re: Form 3922
Example Memo to Employees re: Form 3922 (transfer not at purchase)
Equity Compensation and Employee Mobility
New requirements on income derived from the exercise of stock op...
Update to the Changes to Post-Termination PAYE Withholding Requi...
Update on Disguised Remuneration
Further Details on Disguised Remuneration Proposal
New IRS Filing and Reporting Requirements for ISO Exercises and ...
Sample 6039 Information Statements
Example Aggregate Forms 3921 and 3922
NASPP Quick Survey: Global Stock Plans
New Rules for ESPPs and Reporting ISO and ESPP Share Transactions
ESPP Communications Checklist
Educating Employees on Your ESPP
Treasury Regulation §1.423-2 – Employee stock purchase plan defined
Revised FAQs Regarding Section 6039 Reporting and Final Regulati...
Cover Letter - ESPP Tax Report
Treasury Regulation §1.423-1 – Applicability of section 421(a)
Treasury Issues Final Regulations under Section 6039
Treasury Regulations §1.6039
ESPP enrollment/change form
ESPP Presentation for Participants
ESPP Enrollment Form
Sample ESPP Withdrawal Form
ESPP Qualifying Disposition Survey Template
Administering an Employee Stock Purchase Plan
Stock Split FAQs
FASB Issues New Accounting Standard for Stock Compensation
Trends in Employee Stock Purchase Plans
Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey ...Read More
Global Mobility Situations Resulting from COVID-19
This episode explores employee mobility situations arising from impacts of the COVID-19...Read More
How Prevalent are ESPPs?
How many companies actually offer ESPPs? What trends exist based on company demographic...Read More
#73 ESPP Innovation: Helping Employees Participate
Aaron Shapiro of Carver Edison discusses ESPPs historically, current participation rate...Read More