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
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Sample FAQ for employees on why company is no longer accepting contributions to its ESPP due to a shortage of shares available under the plan.
Sample FAQ for employees explaining payment in lieu of shares, due to a share shortfall in the ESPP.
Sample memo to employees explaining Form 3921 for incentive stock options (ISOs).
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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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