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Cover Letter - ESPP Tax Report
Form W-2 Reporting Checklist for Stock Compensation
Checklist – 10Q/K Statements
Calendar – Securities Filings
Cover Letter - Restricted Stock Tax Report
Cover Letter - Quarterly Option Tax Report
Checklist – FAS 123 Reporting
#16: Irreconcilable Differences
Ready or Not, Here Comes the Annual Audit!
Practical Tips to Help You Prepare for the Annu...
Annual Tax Reporting Webcast
Everything you need to know about U.S. year-end...
Oddities of Audits: Preparing for Equity Compensation Internal and External Audits
Year end audit season is here–are you ready?
Year End Checklist: 5 Things to Add
Whether or not you have a formal checklist to manage year-end tasks, undoubtedly a list exists somewhere – even if it’s only in your head (if that’s the case, though, I’d re...Read More
Year-End Resources for Administrators and Participants
With the end of the year approaching, it’s time for me to highlight some of the resources available to get you and your stock plan participants smoothly through year-end planning and processe...Read More
Excel Tips to Change Your Life: Index/Match
We are excited to announce that Elizabeth Dodge of Equity Plan Solutions has agreed to author a series of occasional blog entries on Excel, accounting, and other stock plan administration&nb...Read More
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