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Deadline Approaching for Reporting 2021 ISO Exercises and ESPP Transfers

Section 6039 of the Internal Revenue Code requires corporations to provide information statements to employees (including former employees) and information filings to the IRS regarding exercises of incentive stock options...more

Deadline Approaching For Reporting 2020 ISO Exercises And ESPP Transfers

Section 6039 of the Internal Revenue Code requires corporations to provide information statements to employees (including former employees) and information filings to the IRS regarding exercises of incentive stock options...more

IRS Guidance on Application of Code Section 162(m)

On August 21, 2018, the IRS issued Notice 2018-68 containing initial guidance on the application of amended Section 162(m) of the Internal Revenue Code of 1986 (Code). The notice describes how to identify “covered employees”...more

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