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Stock & Option Solutions > Blog – Stock & Option Solutions News and Updates
6039 Reporting
Francisco Valli Director year end services Francisco Valli

When Companies Must File Under an Additional EIN for 6039 Reporting 

When Companies Must File Under an Additional EIN for 6039 Reporting  Many equity teams run into uncertainty during year-end when determining whether a subsidiary needs its own EIN for...
  • December 9, 2025
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Equity Administration
Avatar photo Bill Worrell

How to Know When It’s Time to Outsource Equity Administration

How to Know When It’s Time to Outsource Equity Administration  Most HR, Finance, and Total Rewards leaders know the equity function is important, but it often grows faster than...
  • December 4, 2025
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Equity Administration
Avatar photo Jessica Hurtado

How to Unlock ROI with Your Equity Awards 

How to Unlock ROI with Your Equity Awards  Equity awards are one of the biggest investments a company can make in its people. The goal is simple: reward employees,...
  • November 24, 2025
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6039 Reporting
Francisco Valli Director year end services Francisco Valli

Preparing for 2025 Year-End: 6039 Reporting Guide

As the year progresses, businesses and tax professionals are gearing up for another 6039 season.
  • September 24, 2025
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Equity Administration
Avatar photo Bill Worrell

Stock Plan Health Check: Data Integrity

Why Stock Plan Data Health Checks Matter Stock and options plans are a cornerstone of modern compensation strategies, giving employees a tangible stake in company success. But managing equity...
  • June 11, 2025
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Equity Administration
Avatar photo Jessica Hurtado

11 Best Practices for Stock Plan Administration

It is crucial to ensure that your stock plan operations are aligned with the latest tax updates and compliance requirements. To facilitate a smooth start to the new year,...
  • December 10, 2024
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Equity Administration
Christian Bell Outsourcing Team Lead Christian Bell

Unlocking Efficiency and Transparency: How EDGAR Next is Shaping Stock Plan Administration

The Securities and Exchange Commission's (SEC) EDGAR Next initiative is transforming financial filings with a focus on enhanced security, automation, and transparency. For organizations like Stock & Option Solutions...
  • December 2, 2024
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6039 Reporting
Francisco Valli Director year end services Francisco Valli

VIDEO: What You Need To Know About 6039 Reporting

We are pleased to present a video featuring Francisco Valli, our 6039 Logistics Manager, where he discusses critical insights on 6039 reporting...
  • October 21, 2024
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6039 Reporting
Francisco Valli Director year end services Francisco Valli

Preparing for the Upcoming 6039 Season (2024 Update): Compliance and Considerations

As the year progresses, businesses and tax professionals are gearing up for another 6039 season.
  • October 2, 2024
  • 0 Comments
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Equity Administration
Avatar photo Jessica Hurtado

Vendor Selection Best Practices

In today's dynamic business landscape, the art of vendor selection stands as a crucial pillar for companies striving to streamline operations, boost efficiency, and maintain a competitive edge in...
  • March 13, 2024
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