Jason Chan

Wilson Sonsini Goodrich & Rosati

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Action Required: Share Transfers Pursuant to ISO Exercises and ESPP Purchases

Companies frequently grant incentive stock options (ISOs) or sponsor an employee stock purchase plan (ESPP) to provide tax-advantaged equity incentives to employees that are U.S. taxpayers. One aspect of the tax-advantaged...more

1/15/2025  /  Compliance , Employee Benefits , Equity Compensation , Income Taxes , IRS , Reporting Requirements , Required Forms , Tax Liability , Tax Planning
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