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Stock & Option Solutions
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We specialize in equity compensation solutions.
We specialize in equity compensation solutions.

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If you are in the process of becoming a public company or just thinking about an IPO, join us for some interesting tips and discussion of what you might encounter during this journey.

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Join us to learn more about how SOS can make your stock plan challenges disappear.

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Join SOS’s Sorrell Johnson and Srinivas Kalakoti for a demo on how SOS’ tech tools can simplify your life!

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Come join our next SOS Educational Webcast.

"Weathering the Storm: From Private Company to Public Company"

If you are in the process of becoming a public company or just thinking about an IPO, join us for some interesting tips and discussion of what you might encounter during this journey.

Our two experts have navigated these challenging waters and will share their experiences as they discuss numerous topics such as broker and transfer agent selection, employee communications, grant process, taxation on exercise of options or release of restricted stock units and employee stock purchase plans.

Speakers:

Carol Rose-Guerin, CEP, Stock & Option Solutions, Inc.
Kathryn Randall, CEP, Stock & Option Solutions, Inc.

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

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Taxation is always a tricky topic, and it becomes more complicated when death and divorce enter the picture. We will walk through the taxation and how the rules change and what to do during these difficult times.

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It’s that time of year again! As we get ready for year-end and ALL the required tasks that comes along with this time of year, let us take one thing off your plate, which is 6039 reporting. SOS can produce, file and mail these statements on your behalf. Get a head start and give us a call and we’ll guide you every step of the way.

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Our experts will share with you how to create a to-do list and the importance of checking it twice by reviewing the deliverables from last year, crafting employee communications, and more. Learn how to prep early and you may even have time to ring in the New Year and sip some of that cold champagne.
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