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
Learn about some key lessons learned in recent litigation of beneficiary designations.
Whether you have a year-end checklist or are just getting started with one, we offer three sometimes overlooked items to add to the list.
As we transition to summer, consider current trends in enhancing your approach to stock plan participant education.
A sample of an email that could be sent to employees alerting them to the fact that the cost basis reported on Form 1099-B for shares acquired under company stock plans may not be correct.
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).
Post a Question
Find an Expert