July 31, 2015
In this issue:
Subscribe to Xtra!
Request a call from an SOS Team Member to get answers to your questions and further discuss your needs-click here
From the SOS Webcast Archive-
Contact Us: 888-SOS-0199
We've got an app for that!
Are You Ready To...RELEASE?
Does the thought of your next big RSU release give you the same anxiety as April 15th? With proper preparation, the day of your release can be much closer to a regular day of work.
Apollo Mok, Equity Compenasation Consultant
Stock & Option Solutions, Inc.
Apollo is an Equity Consultant for Stock & Option Solutions, Inc. (SOS) and has over 14 years of equity administration experience. As part of the People Solutions division for SOS, he travels throughout the country to provide client assistance ranging from data migration/implementation to onsite administrative assistance.
And The RSU Survey Says...
How do you comply with the IRS's next business day deposit requirements when your aggregate tax liability exceeds $100,000 in federal taxes owed for restricted stock and unit transactions?
SOS Consultant Corner: How to Not Screw Up an RSU Release
I used to rent out a room to a guy named Tim. For inspiration, Tim cut out sports quotes and glued them all over his walls. The removal was brutal. I had to scrape and absorb Tim's credos for hours. Some stuck with me. This one will help you not screw up an RSU Release:
Dan Shickler, Equity Compensation Consultant
SOS Online Demo
Now this you gotta see. Elizabeth Dodge takes us through sumifs with & in Excel.
Across our Desk
ESPP... From Forbes, the employee perk with a guaranteed 15% return, featuring a quote from Fidelity's Emily Cervino.
Free SOS Educational Webcast:
RSU Release Prep - It's All About Your Checklist
There's a lot to consider. Grant Acceptance. Elections. Broker Accounts. Retirement Eligibility. Tax set-ups. Performance Goals. International. Terminations. Mobility. Deferrals. Etc. Etc. Etc. Etc. Release prep is like herding cats. Quiet the chaos. Step towards the light, and our panelists, and accept your Release Prep Checklists. You will experience a sense of order, inner peace and clarity that only the most organized Stock Plan Professionals can achieve.
Outsourcing. Find out why it's the best idea yet.
SOS Xtra needs your news!
Know anyone in our equity comp industry who's taken a new job? Anyone expecting an addition to the family? Anyone moving, getting married, releasing a new product, rolling out a new program, etc.?
Please send over any ideas/thoughts you have to email@example.com, we're happy to track down the person/company to confirm the news and get their acceptance to include it in Xtra. (All news is reviewed and approved by the person and/or company involved.)
...tender tidbits about people and players in our industry...
Getting settled in...Aaron Boyd is now a Senior Compensation Consultant for Franklin Templeton Investments. Ruth Doyle is now working with Certent as a Financial Reporting Specialist. Kimberly Kovacs is a Partner and Emerging Growth Practice Leader for Hardesty, LLC and will be working at the main headquarters in Irvine, California. Kurt Grunsfeld is now an Executive Director at HighTower. Samantha Adams is now working for MuleSoft as a Sr. Corp Paralegal and Stock Administrator.
|Information provided in this newsletter is designed for educational and entertainment purposes only and is not provided as professional service or advice. Moreover, this newsletter should not be relied on as legal, accounting, auditing, or tax advice. Anyone reading this newsletter should not act upon this information without seeking professional counsel and/or input from their advisors. The preceding information does not necessarily represent the official views of Stock & Option Solutions, Inc. with respect to any of the issues addressed.
Stock & Option Solutions | (888)SOS-0199
SOS Xtra Editor: Shawna Casey