Author: Tim Nguyen

Summary:

How do you determine your Employee Stock Purchase Plan (ESPP) expense? SOS has been helping clients with this task whether they have a simple plan with no modifications, or a more complex plan where modification accounting is triggered from resets, rollovers or contribution increases. In this solutions webcast we will provide an overview of our newest solution to ESPP expensing that allows you to project your expense and finalize your true up, including modification impacts.

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Summary:

6039 compliance was nerve-wracking in 2010, but almost routine in 2011. Now, as the IRS begins to catch up with the multitude of early errors that were made, the end of 2016 is a good time to ask, “Is my 6039 compliance in good hands?” In this SOS Solutions webcast, members of our experienced and elite 6039 outsourcing team will discuss HOW SOS ensures the integrity and timeliness of client filings and participant mailings. 6039 certainty now will give you a peaceful mind in the New Year.

Join us in this solutions webcast that will cover:

  • An overview of the regulation (for the 6039 newbies, but a good refresher course for everyone)
  • The SOS 6039 outsourcing process and safeguards
  • Common data issues, and the audits we use to catch them
  • Preemptive actions our clients can take to ensure data accuracy
  • SOS added value for 6039
  • Lessons learned

SOS solutions for electronic delivery of 6039 statements

6039 compliance can seem easy. In this webcast, SOS will show you how we make sure it is both easy and right.

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Summary:

Outsourcing is defined as the contracting out of a business process. The term "outsourcing", as we have learned, can mean something very different from one company to another; though the idea might be the same, the model varies significantly. The decision of determining if outsourcing is right for your company can be difficult since passing off any level of work to a third party comes with its own risks.

In this SOS Educational Webcast we will delve into:

  • Different types of co-sourcing/outsourcing models in the industry
  • What helps to make a decision on outsourcing (pros/cons)
  • How to work with your vendor(s) in preparing:
    • Employee communications
    • Management planning
    • Problem resolution
    • Financial reporting
  • Best practices for administrative challenges and frequently asked questions

Join our expert panel in this discussion that will leave you with more answers and a clearer picture on how outsourcing can work best for YOU.

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Summary:

Are you faced with the challenge of accounting for your 423-qualified Employee Stock Purchase Plan? Many systems have no or limited support for the “bells and whistles” that are often required by accounting for these seemingly simple plans. So how do you manage it effectively for your company?

This webcast will start with an overview of accounting for ESPPs, delving into the different components of the fair value and discussing inputs and expensing methods. Our expert panelists will provide insight on estimating contributions, estimation and application of forfeiture rates, truing up to actual shares purchased (or not), and the joys of modification accounting, diluted EPS and tax accounting.

The panelists will also explore some best practices for accounting and some tips and tricks to help ensure the compliance of your approach.

Whether your system does the heavy lifting or you do the calculations in a spreadsheet, whether you are responsible for the accounting, or you just provide data to the system or the department that performs the calculations, this session will give you the knowledge to help you get it right.

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Summary:

Join our intrepid panel of experts as they infiltrate the wild world of modification accounting for share- based compensation, explain it in plain English and find ways to made it easier to handle inside or outside whatever system you are using.

Topics of this discussion will include:

  • The definition of a modification and what triggers modification accounting
  • The different types of modifications under ASC 718
  • ESPP mods (contribution increases and automatic resets) for rolling and fixed plans
  • Common termination mods (extensions of exercisability, accelerations of vesting, etc.)
  • Performance award mods (changing goals, service period changes)
  • Type 3 mods for corporate transactions
  • Tax accounting and Diluted EPS implications of mods
  • Ways to handle some mods in your current system
  • Spreadsheet workarounds and processes to help you handle modifications more easily

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Summary:

While RSUs have ranked top on the list of most commonly used equity vehicles, these full value awards are still full of surprises and challenges for issuers. How do your practices compare to the best practices for managing an RSU plan? Is your tax process taxing you to keep up with the IRS remission requirements? Do your employee RSU communications fill the bill? Does your tax payment method make sense? And is silence the answer when dealing with RSU grant acceptance?

Many issuing companies continue to struggle with grant process and the event management of RSU vestings. Join our expert panel to learn the latest steps that will keep your RSU program waltzing and your employees jiving with joy.

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Summary:

Retirement and retirement eligibility provisions in stock plans cause more than a few issues. From their impact on expense under ASC 718 to Code Section 409A issues to collecting tax on shares that have not been delivered, these provisions are rife with challenges for even the most accomplished stock plan professional.

What are the issues and how are other companies handling them? Join our expert panel for an overview of the issues, a review of some market research data compiled from a recent SOS client survey, and tips and tricks for handling these troublesome provisions most effectively.

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Summary:

Year-end is always a challenging time and hopefully you’re already well into preparing for it. From D&O questionnaires to getting tracking dispositions to getting data cleaned up for W-2 and 6039 reporting to those fabulous year-end tax packages, companies have a lot of compliance responsibilities.

Which are the key items you should be addressing now and which items can you put off until later? How do you attack all the year-end items while still getting your “day job” accomplished?

Join our expert panel that will share and review:

  • A suggested year-end checklist
  • Tips and tricks that have been used to survive prior year ends
  • Process-smoothing ideas that can be implemented quickly

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Summary:

Most of us are forced to use spreadsheets to get parts of our jobs accomplished, no matter how great a stock plan system we have. Do you wish your spreadsheet processes were more efficient and less manual? Do you secretly think there must be ways to do things more efficiently in Excel? The good news is that there ARE tricks and tips that are out there that will help you save time (and your sanity) when working with Excel.

In this educational webcast you will learn from our Excel experts some common and even some less common features that you can use immediately in your day-to-day tasks. Join our panelists and learn how to get more by doing less with your spreadsheets.

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Summary:

Restricted Stock Units (RSUs) have become one of the most commonly used equity vehicles for employee compensation.  There are many challenges to handling RSU grants, such as taxation, accounting, and grant agreements, but the most important aspect of this equity has to do with delivering their value to the employees – otherwise, there’s not much point in having them.

So what does that mean to you?  It means knowing the release process, from start to finish, preparing for the release, auditing reports and employee taxes, and communicating the release to the involved and impacted parties both internal and external.  This webcast will help you make sure you have all the tools you need to have a successful and streamlined RSU release.

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Have a question about this webcast?

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