News & Analysis as of May 2, 2025

Recordkeeping Requirements

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Deadline Approaching for Reporting 2024 ISO Exercises and ESPP Share Transfers

Goodwin on 1/17/2025

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 (ISOs) by employees...more

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Internal Revenue Code (IRC) › Compliance › Recordkeeping Requirements

Deadline Approaching for Reporting 2024 ISO Exercises and ESPP Share Transfers

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