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Stock & Option Solutions, An AllShares Company > Blog – Stock & Option Solutions News and Updates
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
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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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Equity Administration
Avatar photo Jessica Hurtado

10 Must-Ask Questions Before Hiring A Stock Plan Consultant

Choosing the right stock plan consultant is paramount to success. At Stock & Option Solutions, we recognize the significance of this decision...
  • February 6, 2024
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Equity Administration
Avatar photo Marc Tipton

11 Key Best Practices for Stock Plan Administration (2024)

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,...
  • January 18, 2024
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Equity Administration
Francisco Valli Director year end services Francisco Valli

Our Best Advice for T+1 and Beyond

Settlement cycles have been shortening for years, but the changes required for T+1 have increased the speed to another level. The United States transitioned to T+1 settlement for transactions...
  • January 12, 2024
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