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
3 Things to Have on Your Radar (Before Year-End)
Communicating to the Short Attention Span
Stock Plan Litigation: Real Cases
Sample memo to employees explaining Form 3922 for an employee stock purchase plan (ESPP).
Sample memo to employees explaining Form 3922 when the event triggering the statement is a subsequent transfer, rather than the purchase of shares under an employee stock purchase plan (ESPP).
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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