Discussion re: the Four Biggest Mistakes You Could Be Making with Your ESPP Without Even Knowing It
Example 6039 FAQ for Employees
Figuring Out Section 6039 Filings
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Tax Reporting Guide for Stock Plan Transactions
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?
Accounting for Equity Compensation in the United States
Designing and Implementing an Employee Stock Purchase Plan
Accounting Treatment of Stock-Settled SARs
Cadillac ESPP Considerations: What You Need to Know Before Adopting
Accounting for Performance Awards
ESPP Valuation – 4 Missing Pieces
Transcript: Equity Values of a Different Flavor
New Rules for 401(k) Plans Affect ESPPs
Notice of Proposed Rulemaking: Hardship Distributions of Electiv...
Tax Changes for 2019
FASB aligns Employee and Nonemployee Stock Compensation Guidance
FAQs for a New ESPP
FASB Expands Scope of ASC 718 to Cover Awards to Nonemployees
FASB Simplifies Accounting for Share-based Payment Arrangements ...
Six Things Companies with Nonemployees Need to Know Right Now!!
Journal Entries for Stock Compensation
Disqualifying Disposition Survey for ESPP
Purchase Checklist for ESPP
ESPP Approvals Checklist
2018 Deadlines Approach to Furnish ISO and ESPP Information Stat...
Transcript: Financial Reporting & Accounting Playbook
Reminder: ISO and ESPP Information Returns and Statements
Section 423: Employee Stock Purchase Plans
Survey Says: 10 Dos & Don'ts of Stock Plan Administration
FASB Clarifies Accounting for Modifications of Share-Based Payments
FASB Issues Modification Accounting ASU
FASB Issues Exposure Draft on Nonemployee Accounting
Transcript: The Rules Are In! ASC 718 Simplified...Sort Of?
Ayco's Updated Survey of Employee Stock Purchase Plans
FASB Proposes Amendments to Modification Accounting under ASC 718
Quick Survey on Global ESPP Administration
Results of the 2016 Employee Stock Purchase Plan Survey
FASB Issues Final Update to ASC 718
FASB Issues Accounting Standards Update on Employee Share-Based ...
FASB Simplifies Accounting for Share-based Payments
Changes in Accounting for Stock-Based Compensation–Some Good New...
FASB Simplifies the Accounting for Share-Based Payments
Cost-Basis Reporting Examples for ESPPs
IRS Filing and Reporting Requirements for ISO Exercises and ESPP...
ESPP in China...Should You Dare?
Do Some Clawback Policies Trigger Variable Stock Plan Accounting?
EITF Issue 13-D Explained
NASPP Quick Survey: ESPP Administration
Accounting for Stock Compensation Under FASB ASC Topic 718
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)
New IRS Filing and Reporting Requirements for ISO Exercises and ...
Sample 6039 Information Statements
Example Aggregate Forms 3921 and 3922
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
SEC Extends Use of Simplified Method for Estimating Expected Opt...
ESPP Qualifying Disposition Survey Template
Treatment of Stock Compensation in Diluted Earnings Per Share
Administering an Employee Stock Purchase Plan
Grist Report: FAS 123(R) Equity Restructuring Provisions: More "...
Equity Restructurings Could Trigger Significant Compensation Cos...
Stock Split FAQs
FASB Amends 123(R) for Contingent Cash Settlement of Stock Options
Practice Pointers - Expected Exercise Behavior
Grant Date of Equity Awards under FAS 123R and FSP No. 123(R)-2
GRIST Report: 'Grant date' communication requirement for stock c...
SEC Staff Guidance on Accounting for Share-Based Payment
SEC Staff Releases Guidance on Option Valuation Under Statement ...
New Disclosures About Option Expensing
SEC Staff Accounting Bulletin No. 107
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
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
#64: Sandra Sussman on SAP's Innovative ESPP
Sandra Sussman of SAP describes how they solved many of the challenges of offering a gl...Read More