This article provides an overview of the contributors and components of an educational
program for a Section 423 qualified ESPP offered to U.S. employees. To develop your own
educational program, it is necessary to understand who contributes to these programs and
the extent of information that can be communicated to employees.
Cover letter for a report ESPP transactions distributed to participantes for tax purposes
Studies show increases in employee disengagement. Here are 5 tips you can use in 2021 to create communications that engage your stock plan participants.
Tips and resources you can use to help field participant questions during tax season.
A study by UBS Workplace Wealth Solutions provides insights into how employees perceive financial wellness programs.
Sample FAQ for employees on Forms 3921 and 3922.
This is a sample email that can be used to explain the $25,000 limit to an employee.
A sample memo explaining the ESPP $25,000 limitation to employees.
Fuel employee financial health with equity by cultivating an investor mindset among employees.
How equity awards can be part of a financial wellness program for employees
Are the objectives of your company's equity plan being met?
IRS Form 3921, used to report ISO exercises.
IRS Form 3922, used to report first legal transfer of shares acquired under a Section 423 employee stock purchase plan (ESPP).
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