New technology impacting stock plans and how these developments may affect you and your participants.
Tax Reporting Guide for Stock Plan Transactions
IRS Extends Relief on Tax Deposits to RSUs and SSARs
IRS Guidance on Timing of Income Inclusion and Tax Withholding f...
Comparison of SARs to NQSOs
IRM Procedural Update: Waivers $100,000 Next Business Day Rules ...
GLAM 2020-004: Income Inclusion and Application of FICA and FIT ...
Auto-Cancel Options: A Smart Way to Address an Old Problem
Executive Summary and Selected Results for the 2019 Domestic Sto...
Indexed Options: Sometimes Changes Is Good
California Stock Option Guidelines
Transcript: Change Service Providers Like a Pro
Stock-for-Stock Option Exercises
Figuring Out Section 6039 Filings
Understanding Compensatory Stock Options
2018 Top 250 Report
Incentive Stock Options
Sample Grant Cover Letter - Stock Option
Sample Grant Notice--Three Things You Need to Know About Your Grant
New US Tax Law Provides Tax Deferral Opportunity for Certain Pri...
Nonqualified Stock Options
Transcript: Go Lean: Applying Process Efficiency Principals to E...
Sample Disqualifying Disposition Survey for ISOs
ISO Disqualifying Disposition Notice
2018 Deadlines Approach to Furnish ISO and ESPP Information Stat...
Reminder: ISO and ESPP Information Returns and Statements
Section 422: Incentive Stock Options
Major US Tax Reform Will Impact Stock Compensation
2017 Top 250 Report
2016 Top 250 Report
Proposed Regulations: Application of Section 409A to Nonqualifie...
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Cost-Basis Reporting Flow Chart for NQSO
Cost-Basis Reporting Examples for NQSOs
Cost-Basis Reporting Examples for ISOs
Corporate Governance Study
IRS Filing and Reporting Requirements for ISO Exercises and ESPP...
Treas. Reg. §1.422-1 and §1.422-2: General Rules and ISOs Defined
Treasury Regulation §1.424-1 – Definitions and special rules app...
Presentation on ISOs for Employees at Private Companies
Sample Presentation on Stock Options
RFP Questions for Stock Plan Administration Service Provider
California EDD Information Sheet on Stock Options
Employer Rules for Withholding the New 0.9% Medicare Tax
Sample Employee Presentation on ESPP, Stock Options, and Awards
Corp Acquisition: Sample Prospectus and FAQ
Example 6039 FAQ for Employees
Example Memo re: Form 3921
The 2011 Top 250: Long-Term Incentive Grant Practices for Execut...
New IRS Filing and Reporting Requirements for ISO Exercises and ...
Underwater Options Exchange Checklist
Stock Plan Vendor Search Process
New Rules for ESPPs and Reporting ISO and ESPP Share Transactions
Treasury Issues Final Regulations under Section 6039
Treasury Regulations §1.6039
Communicating Stock Compensation: Approaching the Process Strate...
AM2012-010 – Allocation of Certain Items Under Treas. Reg. Secti...
Vendor Evaluation and Analysis
Implications of Modifying Underwater Share Options
Accelerated Vesting of Underwater Options: Hidden Accounting
Sample Schedule TO - Initial Communication
Option Exchange Communication from Plan Administrator
Option Exchange Communication from CEO
Sample Additional Communications for Exchange Offer
10 Reasons to Implement Net Exercise
Pennsylvania PIT-03-037: Tax Treatment of Qualified Stock Options
Sample Exercise Notice
Sample Template for Stock Plan Processes Document
Options Internal Control Questionnaire for SOX Compliance
Stock Options and Other Equity Awards Under Section 409A of the ...
Beware of HSR Filing Requirements For Option Exercises or Vestin...
Sample Grant Policies
Complying with New Section 409A Guidance
Section 409A: Withholding and Reporting Requirements
Stock Plan Audit and Controls Checklist
Stock Split FAQs
Sample Internal Control Documentation
Effectively Using Employee Communication to Maximize the Benefit...
Sample Participant Presentation on NQSOs
Employee Education that Hits the Mark
Tax Withholding on Option Exercises Subsequent to Divorce
Cover Letter - Quarterly Option Tax Report
Sample Disclosure and Control Procedures
Director and Officer Questionnaire
Cover Letter - ISO Disqualifying Dispositions
Disqualifying Disposition Survey - ESPP
Sample Disqualifying Disposition Survey
Internal Memo on Disqualifying Dispositions
Final ISO Regulations
Highlights From the IRS Final Regulations on Incentive Stock Opt...
Form 5 "No Form Required" Certification
Annual Insider Trading Reminder Letter
Memo on SEC Requirements Once Insider Ceases to be a Section 16 ...
Transferable Stock Options
Wisconsin Treatment of Stock Options
Trends in Insider Trading Compliance
Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey ...Read More
#72 High Impact Rewards: Are Stock-Based Compensation Plans Keeping Pace? With Pete DeBellis
Discussion re: data gathered in a recent study by Bersin, Deloitte ConsultingRead More