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Tax Reporting (USA) Participant Education and Communication
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  • Sample FAQs on Cost Basis

    Resource | Published October 7, 2022

    Sample FAQs that explain how the cost-basis of shares acquired under equity compensation arrangements …
  • Sample Email on Cost-Basis Reporting

    Resource | Published October 7, 2022

    This is a sample email that could be sent to employees to warn them that the cost basis reported on their …
  • Cost Basis Cheat Sheets

    Resource | Published October 3, 2022

    Samples of one-page documents explaining the cost basis of different types of equity awards to …
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