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
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.
Does stock plan administration have a home? This and four other trends from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey.
Sample worksheet to explain the $25,000 limit to employees.
Sample FAQs on cost-basis reporting that stock plan administrators and others can use to develop FAQs for their stock plan participants.
This article submitted by Raymond James provides a review of the terminology, exercise techniques and tax treatment of stock options.
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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