Employee Stock Purchase Plan (ESPP) review
§ 423 employee stock purchase plan, reviewed against the qualification conditions in 26 U.S.C. § 423(b).
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What it checks
Section 423 qualification election
Critical · EQT-108
Equal-rights and eligibility conditions
Warning · EQT-109
$25,000 per-calendar-year limit
Critical · EQT-110
Purchase price floor and lookback
Warning · EQT-111
Five-percent shareholder exclusion
Warning · EQT-112
Withdrawal and termination-of-employment rules
Warning · EQT-113
Every run also applies 104 general checks that belong to any agreement: structure, parties and signatures, defined terms, cross-references, dates, amounts, and one-sided terms.
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