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SOS Xtra – The Equity Compensation Industry Source

Stock & Option Solutions' industry-leading monthly newsletter, SOS Xtra, includes insightful articles, news on upcoming webcasts and other events, market surveys, product spotlights, client profiles, links to equity compensation news, and, last but not least, industry gossip.

April 2013 Xtra Newsletter

• How Much Do Your Employees Know About Their Equity Plans
• And the Survey Says
• SOS Out and About
• Equity Roll Forwards
• Free SOS Educational Webcast: The Mod Squad: A Guide to Modification Accounting for Stock Plan Professionals
• SOS Consultant Corner
• SOS Xposé

February 2013 Xtra Newsletter

• Aspirations
• Savvy Stock Plan Spreadsheets
• Free SOS Educational Webcast - Executing Exceptional Expensing for ESPP
• Product Spotlight:Stock Plan Participant Portal
• Across Our Desks
• SOS Xposé

December 2012 Xtra Newsletter

• 6039: The Grinch That Won't Steal Christmas
• SOS Out and About
• If I Had Only Known...Implementation Hindsight
• Free SOS Educational Webcast:Outsourcing's Great Expectations (for small and mid-sized companies): What to Expect When You're Expecting Others To Do It Right
• Product Spotlight: SOS-TEAM Outsourcing
• SOS Xposé

October 2012 Xtra Newsletter

• Conference Recaps
• Market Research Survey
• New Tax Reporting for Japanese Employees
• Free SOS Educational Webcast:Demystifying and Determining DTA Balances
• Product Spotlight: SOS Email Xpress
• SOS Across Our Desk
• SOS Xposé

August 2012 Xtra Newsletter

• NECF
• Aspirations Recap
• SOS Out and About
• Accounting Answers: DTA Balance Proof - The Devil's in the Details
• SOS Consultant Corner: Process Automation: Unconventional Use for Microsoft Excel
• Free SOS Educational Webcast:Taking Ownership of Share Ownership Guidelines
• Medicare Alert
• SOS Xposé

• Aspirations 2012
• Accounting Answers: Straight-line or "Ratable" Expensing Method - Definitions & Issues
• GEO's National Equity Compensation Forum (NECF)
• SOS Product Spotlight: Stock Plan Accounting Solutions
• SOS Xposé

• Change at SOS
• SOS Out and About
• Consenting Adults? Tackling the Challenges of Electronic Delivery of 3921/3922 (Part II)
• Fractional Shares on an ESPP - Pros & Cons - One Consultant's Thoughts
• Free SOS Educational Webcast - A Fresh Look: Employee Stock Purchase Plans
• ESPP Services and Solutions from SOS
• SOS Xposé

• Aspirations 2012
• Towards Better Communications
• Consenting Adults? Tackling the Challenges of Electronic Delivery of 3921/3922 (Part I)
• Free SOS Educational Webcast: Mission: Implementation: A Stock Plan Professional's Guide to Implementing a Provider
• RSU Services and Solutions from SOS
• SOS Across Our Desk: Equity Compensation in the News...
• SOS Xposé

• 2011 NASPP Conference Recap
• December Market Research Survey
• SOS Consultant Corner: Broker Bliss or Baggage?
• 6039 Update
• Outsourcing: Outrageous or Outstanding?
• Reminder on 423 ESPP Carryforward
• Free SOS Educational Webcast: Hire Education: A Guide to Hiring Stock Plan Professionals
• Free SOS Solutions Webcast: Figuring and Fixing Forfeiture Rates
• SOS Stock Plan Participant Portal
• SOS Xposé

• How SOS Does It
• SOS Out and About
• Special Dividends for Option Holders
• Free SOS Educational Webcast - Data Do's and Don'ts- How to Keep Your Employee Data Safe
• Product Spotlight- 6039 Outsourcing and Inhouse Solutions from SOS
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

• Changes at SOS
• In Memoriam: Raj Renkuntla
• Aspirations 2011 Recap
• August Market Research Survey
• Accounting Answers: Diluted EPS FAQs
• Free SOS Educational Webcast - Hindsight is 20/20: IPO Lessons Learned
• Free SOS Solutions Webcast - 6039: NIfty Ways to Make it Better
• SOS Product Spotlight: People Solutions Interim Staffing
• SOS Xposé

• The Results are in! SOS 6039 Client Survey Results are Spectacular!
• Save the Date: 2011 SOS Aspirations Conference
• Market Research Survey
• Consultant Corner - Time Saver: Documentation Binder
• Free SOS Educational Webcast - The Evil Data: Stock Plan Data Horror Stories and How to Avoid Them
• Free SOS Solutions Webcast - Picture Perfect Reports: What can be done and how a little work can reap a large benefit
• SOS Across Our Desk
• SOS Xposé

• Equity Comp Building Blocks
• Market Research Survey
• Free Educational Webcast - Defending, Debunking, Demystifying, Diluted EPS: A Plain English Explanation
• SOS Product Spotlight - Customized Payroll Reporting
• SOS Across Our Desk
• SOS Xposé

• Helping Hands
• Market Research Survey
• SOS Accounting Answers - Accounting for Non-employee RSUs
• Free Educational Webcast - Insider Edition: Best Practices and Emerging Issues
• SOS Spotlight - News and Notes About the People of SOS
• SOS Product Spotlight - People Interim Staffing
• NCEO Volunteer Opportunity
• SOS Across Our Desk
• SOS Xposé

February 2011 Xtra Newsletter

• Xtra Education
• Consultant Corner - Retirement Provisions
• SOS Accounting Answers - Oops! Accounting for ESPPs - Share True Ups?
• Free Educational Webcast: The Taxman Cometh: Commonly Asked Participant Tax Questions & How to Answer Them
• Free Marketing Webcast: Proxy 911: Help is on the Way!
• Product Spotlight: Participant Consent Website
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

January 2011 Xtra Newsletter

• New Year Lessons
• ShareComp 2011
• SOS Spotlight
• Free Educational Webcast: Stupid Stock Plan Tricks: Saving Your Mind, Your Time, and Reducing Your Company's Risk
• Stress Free Proxy Season: An Oxymoron?
• Product Spotlight: DTA Balance Proof
• CEPI Referral Program
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

December 2010 Xtra Newsletter

• SOS Spotlight
• Free SOS Educational Webcast: Tackle Your Proxy with Moxie: Updates on Equity Compensation Issues for Your 2011 Proxy Statement
• Free Marketing Webcast: Resolutions and Solutions for Accounting for Equity Awards
• Accounting for Terminations?? What?
• ShareComp 2011
• Product Spotlight: Training in Accounting for Equity Compensation
• Rosen Ownership Opportunities Fund
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

November 2010 Xtra Newsletter

• Preparation
• Free SOS Educational Webcast: Section 6039 Jeopardy!
• Cost Basis Changes - Much Ado About Nothing for Stock Plan Professionals?
• Get Me to the Church On Time (AKA, Get my RSU Taxes to the IRS On Time)
• Product Spotlight: Customized Year-End Tax Statements
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

October 2010 Xtra Newsletter

• Our Freedom of Choice
• Free SOS Educational Webcast: Cost Basis Confusion: What Do the New Regulations Mean for Stock Plan Professionals?
• Free SOS Sales Webcast: Section 6039 Solutions
• Non-Employee Accounting Goes Awry?
• Get Ready: 10 Things You Can Do NOW To Take the Bite out of Employee Year-End Communications
• Product Spotlight: RSU Tax Estimator
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

September 2010 Xtra Newsletter

• The Tale of 2010
• Free SOS Educational Webcast: Ten Tips for Tackling Tricky Territories
• Free SOS Sales Webcast: Equity Accounting for M&A Made Simple
• Reflections from the NASPP Conference
• SOS Launches New Website
• Product Spotlight: RSU Planning Summary
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

August 2010 Xtra Newsletter

• Industry Trends Affecting Equity Compensation
• In Memoriam: Marilee Richardson
• Update on Performance Plans Webcast
• Upcoming SOS Webcasts: M&A Success Strategies for Stock Plan Managers, and Equity Accounting for M&A Made Simple
• M&A: After the Dust Settles
• Product Spotlight Sequel: SOS 6039 Services & Solutions
• SOS Across Our Desk: Equity Compensation in the News
• NASPP Conference
• SOS Xposé

July 2010 Xtra Newsletter

• Keeping Up With SOS
• Webcasts on August 26th - Performance Plans
• SOS Employment Opportunities
• M&A: Processing
• Product Spotlight: SOS 6039 Services & Solutions
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

June 2010 Xtra Newsletter

• Yourself Time...
• Webcasts on July 21st and 22nd - Stock Plan Communications
• SOS Employment Opportunities
• M&A Due Diligence
• Product Spotlight: M&A Services and Solutions
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

May 2010 Xtra Newsletter

• Lazy Hazy Crazy Days of Summer
• Webcast on June 23rd - Getting Crafty with Crystal: Solving Stock Plan Reporting Issues with Crystal Reports
• SOS Out and About
• ESPP for Everyone!
• Product Spotlight: ESPP Services and Solutions
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

April 2010 Xtra Newsletter

• Hitting the Accelerator
• Webcast on May 18th - Bridge Over Troubled Waters: Easing the Turmoil of Stock Plan Transitions
• SOS Out and About
• Plethora of Performance Plans
• Product Spotlight: RSU Services and Solutions
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

March 2010 Xtra Newsletter

• Good, Clean Living
• Webcast on April 21st - RSU Best Practices: Rewards Simplified & Understood
• Trends in Equity Comp
• Liability Accounting Primer
• ShareComp2010
• Keeping Up!
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

February 2010 Xtra Newsletter

• Spring Ahead
• Webcast on March 23rd - You Never Step into the Same River Twice: Changes in International Equity Compensation
• Market Research Survey: Section 6039
• Diluted Earnings Per Share: Reconciling Weighted Shares Outstanding
• Product Spotlight: Stock Plan Vendor Transition Services
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

• Foreword to 2010
• Webcast on February 24th - Opting for Outstanding Outsourcing: Best Practices for Outsourced Stock Plan Success
• Money Makes the World Go 'Round, Part III: Update on India FBT
• Product Spotlight: SOS People Solutions
• ShareComp 2010
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

• The Holiday Spirit
• In Memoriam: Charles Hall
• Webinar on January 27th: Revised IRS Regulations for Section 6039 and Section 423
• SOS Focus: Fun with Forfeiture Rates under FAS 123(R)!
• Product Spotlight: SOS Customized Stock Plan Software Reports
• ShareComp 2010
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

• SOS at NASPP
• Webcast on December 17th: Tackle Your Proxy with Moxie
• NASPP Conference Session Tidbits
• Product Spotlight: SOS TEAM Outsourcing
• Join Our Private Company Focus Group
• SOS Xposé

• What SOS Clients Are Saying
• Webinar on October 21th (Rescheduled to October 29th): Sweet Smell of Stock Plans IT Success
• SOS Focus: Preparing Stock Plans for IPO
• SOS Product Spotlight: Modification Accounting
• Participant Communication Topic: ESPP in a Down Market
• SOS Across Our Desk: Equity Compensation in the News
• SOS Xposé

• SOS Back to School
• Webinar on September 17th: Taking the Pain Out of Year-end: Top Five Mistakes to Avoid + Top Five Automation Secrets
• Section 6039 Electronic Participant Statements
• SOS Product Spotlight: Stock Plan Data Audit
• SOS Best Practice: Option Exchange
• SOS Xposé

• SOS Xtra's First Birthday
• Free Webcast: The Time Has Come for ESPP!
• SOS Focus: Best Practices for Vendor Analysis
• Market Research Survey: Section 6039 & Diluted EPS
• Product Spotlight: SOS Email Xpress
• SOS Xposé

• Introducing the SOS Library
• Free Webcast: There's No Accounting for Modifications: Modification Accounting Explained
• SOS Focus: Best Practices for RSUs
• Market Research Survey
• Participant Question of the Month: My company is now granting restricted stock, and the current share price is much lower than I think it will be in a few years. Any tax-planning ideas?
• SOS Xposé

• SOS' 10th Anniversary!
• Free Webcast: Caution! Dangerous Merge Ahead: M&A Must-knows for Stock Plans
• Money Makes the World Go 'Round, Part II: India FBT
• NCEO/CEPI ESPP Survey
• Xtra Profile: Debbie Tsoi-A-Sue at Yahoo!
• SOS Xposé

• SOS Employee of the Year!
• Free Webcast: Work Smarter Not Harder: Building Your Stock Plan Group
• SOS Focus: Money Makes the World Go 'Round: Tips for Tackling China SAFE Registration
• Top 10 Things You Need To Know For Option Exchanges Involving International Employees
• 2009 iQuantic® Global Long-Term Incentive Practices Survey
• SOS Xposé

• Keeping Up
• Free Webcast: India/China Syndrome
• IFRS is Coming! Part II
• Diffentiating Equity Grants: The Dilution Solution
• SOS Xposé
• Xtra Profile: Stephen Buckhout at Synopsys

• Keeping Up-to-date
• Free Webcast: Show Me the Money: Ways to Save in Equity Comp
• IFRS is Coming!
• Corporate Actions & Equity Plans
• SOS Xposé

• Forecasting 2009
• Free Webcast: IFRS is Coming!
• Market Research Survey
• Proxy Pitfalls
• SOS Xposé

• Welcome to Xtra Volume 2!
• SOS Focus: Accounting for Option Exchanges
• Repeat Webinar: Option Exchange
• SOS Xposé
• Question of the Month: ESPP in Brazil

• Vote for SOS Excellence Award Candidates
• SOS Focus: Net Exercise
• Free Webinar: The Good, The Bad, and Ugly: Option Exchanges
• SOS Xposé
• SOS Webinar Summary: A Good Year-End: Improving Year-end Practices and Procedures
• To Schedule D or Not To Schedule D

• SOS Xcellence Award Nominations
• SOS Focus: Option Exchanges
• Free Webinar November 19th: Year-end Stock Plan Practices and Procedures
• NASPP 2008 Recap
• SOS Xposé
• Top Three NASPP Surprises
• 409A Deadline Nearly Here!

• SOS Perspective
• Free Webinar on Internal Affairs: Help Them Help You (Explain Your Job, Get Better Results)
• Five Top International Compliance Issues
• SOS Xposé
• Market Research Survey
• Personal Profile: Marianne Snook

• What's New at SOS?
• Webinar: Proposed 6039 & 423 ESPP Changes
• SOS Xposé
• Top Five ESPP Compliance Issues
• Market Research Survey Results: Net Exercise

• Introducing SOS Xtra
• Webinar: Performance Grants
• New Proposed 6039 Reporting Requirements
• Market Research Survey
• Product Spotlight: SOS Strategic Solutions

For more information please contact a Stock & Option Solutions representative 888 SOS-0199