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Form 3921 Reporting: What It Is, When It Applies, and How to Pull the Right Data

Form 3921 Reporting: What It Is, When It Applies, and How to Pull the Right Data

by Dana Borys | Nov 19, 2025 | blog, Life Sciences Tax, Technology Tax

For companies that offer equity compensation, few year-end filings generate as much confusion as IRS Form 3921, Exercise of Incentive Stock Option Under Section 422(b). While it looks simple on the surface, just a one-page information return, the form plays a critical...
IRS to Phase Out Paper Checks: What Taxpayers Need to Know

IRS to Phase Out Paper Checks: What Taxpayers Need to Know

by Advisor Team | Apr 28, 2025 | Cannabis Tax, Corporate Tax Services, Life Sciences Tax, Technology Tax

Executive Order Signals Shift Toward Fully Digital Tax Payments and Refunds On March 25, 2025, the President issued an executive order instructing the U.S. Treasury to develop a plan within 180 days to eliminate the use of paper checks for both tax payments and...

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