Read Past Articles and Resources in The Xtra Newsletter Archives
The SOS Xtra newsletter is an industry-leading publication. Our newsletters include insightful articles, news on upcoming webcasts and other events, market surveys, product spotlights, client profiles, links to equity compensation news, and, last but not least, industry gossip.
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SOS Xtra Newsletter Archives
September 2018
July 2018
May 2018
March 2018
January 2018
November 2017
September 2017
September 2017 Xtra Newsletter
- Good-bye Summer, Hello Fall!
- How Could a Type 1 Modification Have No Incremental Expense?
- SOS Consultant Corner: Incentive Stock Options Could be Making a Comeback. Will You Be Ready?
- SOS Educational Webcast: Basic Training: A Day in the Life of a Stock Admin
- Taking the Fear Factor out of Accounting Tasks
- SOS Service Spotlight: Temporary Staffing
- Front & Center: Moe Zohny
- Across Our Desk
- SOS Xposé
July 2017
May 2017
- Summertime is Here!
- SOS Consultant Corner: Notes from Janet Bernard on Form SSA-131: Employer Report of Special Wage Payments
- SOS Educational Webcast: HR, Payroll or Stock: Questions to Ask When Considering Outsourcing
- Let's Get Physical: Is Your Equity Plan Healthy?
- Product Spotlight: SOS Payroll Xpress
- Front & Center: Juanita Medina
- Across Our Desk
- SOS Xposé
March 2017
- I'll Race Ya to The Deadline
- Accounting Update
- SOS Educational Webcast: The Whole Enchilada: Accounting for PSUs from Top to Bottom
- Consultant Corner: Mobility – Does it Scare You?
- March Market Research Survey
- Service Plug: SOS Stock Plan Outsourcing
- Tender Offer Valuations: The Bite-Sized Morsels
- Across Our Desk
- SOS Xposé
January 2017
November 2016
- Top 10 Proxy Checklist
- Because It's All About That Data
- SOS Product Spotlight: ESPP Expense Application
- November Market Research Survey
- Across Our Desk
- NASPP Career Corner Blog: A Year in Review
- Solutions Webcast: Savin’ Time with Tech Tools
- Solutions Webcast: SOS Stock Plan Outsourcing
- Educational Webcast: Weathering the Storm – From Private Company to Public Company
- SOS Xposé
September 2016
September 2016 Xtra Newsletter
- Giddyup! The 24th Annual NASPP Conference and Exhibition in Houston is Next Month!
- Speaking the Same Language
- Across Our Desk
- SOS Product Spotlight: 6039 Services and Solutions
- September Market Research Survey
- SOS Educational Webcast: Death & Divorce: Don't Let These "Taxing" Events Take Their Toll On You
- SOS Solutions Webcast - Your 6039 Dream Team
- SOS Xposé
May 2016
March 2016
- Corporate Transactions – Are You Living in the Past or the Future?
- WooHoo! A Stock Split is Coming
- Product Spotlight: Mergers & Acquisitions
- Consultant Corner: SEC Reporting Primer for Post-IPO Companies
- Excel Tips on Repeatable Processes
- Free SOS Educational Webcast - Brand Awareness: Building Your Professional Brand
- Across our Desks
- SOS Xposé
January 2016
- SOS Xtra-The Best of 2015
- Who is Afraid of Equity Comp Accounting?
- Are You Ready To… Release?
- Free SOS Educational Webcast: The Spin Cycle – Don’t Let Your Transactions Fade
- ESPP: Tired or Trendy?
- Changes at SOS
- Formatting Mail Merge in MS Word: A Follow Up from the SOS Webcast
- The SOS Hot List of 2015
- SOS Xposé – 2015’s Most Talked About
November 2015
September 2015
July 2015
May 2015
March 2015
January 2015
- New Year, New You, New Knowledge
- Aspirations Rundown
- Blogging Around: SOS's Andrea Best Shares Insight From Her NASPP Blog Posts in 2014
- SOS Online Demo
- January Market Research Survey
- Free SOS Educational Webcast: Proxy Project Primer: A Beginner's Guide to the Proxy and Annual Meeting Process
- Formatting Mail Merge in MS Word: A Follow Up from the SOS November Webcast
- SOS Xposé
October 2014
August 2014
- IPOs...Still Hot, Hot, Hot
- Aspirations Sneak Peek
- Product Spotlight - SOS ADP Xpress
- Free SOS Educational Webcast: Cost Basis Conundrums- Crafting Clear Communications
- August Market Research Survey
- SOS Consultant Corner - Writing Footnotes for Form 4's
- SOS Online Demo: SUMIFS Excel Function
- SOS Xposé
June 2014
- The Perfect Proposal
- Aspirations is on November 4, 2014
- Having the Right Ingredients for a Successful Data Conversion
- Free SOS Educational Webcast: Don't Be Caught Wearing Last Year's Communications! Communications That Work for a Multigenerational Workforce
- Product Spotlight: ESPP Services and Solutions from SOS
- Across Our Desk
- SOS Xposé
April 2014
- An Excel Function You Shouldn't Be Without-Index Match
- Forfeiture Rate Update: True Up at Forfeiture (Dynamic) Overtakes True Up at Vest (Static) As Most Popular True Up Method
- Stock & Option Solutions Introduces Training Courses on DTA Balance
- Free SOS Educational Webcast: Ready, Set, Release!Streamlining and Simplifying your RSU Release Process
- SOS Xposé
February 2014
December 2013
October 2013
August 2013
June 2013
April 2013
February 2013
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December 2012
- 6039: The Grinch That Won't Steal Christmas
- SOS Out and About
- If I Had Only Known...Implementation Hindsight
- Free SOS Educational Webcast:Outsourcing's Great Expectations (for small and mid-sized companies): What to Expect When You're Expecting Others To Do It Right
- Product Spotlight: SOS-TEAM Outsourcing
- SOS Xposé
October 2012
August 2012
June 2012
May 2012
- Change at SOS
- SOS Out and About
- Consenting Adults? Tackling the Challenges of Electronic Delivery of 3921/3922 (Part II)
- Fractional Shares on an ESPP - Pros & Cons - One Consultant's Thoughts
- Free SOS Educational Webcast - A Fresh Look: Employee Stock Purchase Plans
- ESPP Services and Solutions from SOS
- SOS Xposé
February 2012
- Aspirations 2012
- Towards Better Communications
- Consenting Adults? Tackling the Challenges of Electronic Delivery of 3921/3922 (Part I)
- Free SOS Educational Webcast: Mission: Implementation: A Stock Plan Professional's Guide to Implementing a Provider
- RSU Services and Solutions from SOS
- SOS Across Our Desk: Equity Compensation in the News...
- SOS Xposé
December 2011
- 2011 NASPP Conference Recap
- December Market Research Survey
- SOS Consultant Corner: Broker Bliss or Baggage?
- 6039 Update
- Outsourcing: Outrageous or Outstanding?
- Reminder on 423 ESPP Carryforward
- Free SOS Educational Webcast: Hire Education: A Guide to Hiring Stock Plan Professionals
- Free SOS Solutions Webcast: Figuring and Fixing Forfeiture Rates
- SOS Stock Plan Participant Portal
- SOS Xposé
October 2011
August 2011
- Changes at SOS
- In Memoriam: Raj Renkuntla
- Aspirations 2011 Recap
- August Market Research Survey
- Accounting Answers: Diluted EPS FAQs
- Free SOS Educational Webcast - Hindsight is 20/20: IPO Lessons Learned
- Free SOS Solutions Webcast - 6039: NIfty Ways to Make it Better
- SOS Product Spotlight: People Solutions Interim Staffing
- SOS Xposé
May 2011
- The Results are in! SOS 6039 Client Survey Results are Spectacular!
- Save the Date: 2011 SOS Aspirations Conference
- Market Research Survey
- Consultant Corner - Time Saver: Documentation Binder
- Free SOS Educational Webcast - The Evil Data: Stock Plan Data Horror Stories and How to Avoid Them
- Free SOS Solutions Webcast - Picture Perfect Reports: What can be done and how a little work can reap a large benefit
- SOS Across Our Desk
- SOS Xposé
April 2011
March 2011
- Helping Hands
- Market Research Survey
- SOS Accounting Answers - Accounting for Non-employee RSUs
- Free Educational Webcast - Insider Edition: Best Practices and Emerging Issues
- SOS Spotlight - News and Notes About the People of SOS
- SOS Product Spotlight - People Interim Staffing
- NCEO Volunteer Opportunity
- SOS Across Our Desk
- SOS Xposé
February 2011
- Xtra Education
- Consultant Corner - Retirement Provisions
- SOS Accounting Answers - Oops! Accounting for ESPPs - Share True Ups?
- Free Educational Webcast: The Taxman Cometh: Commonly Asked Participant Tax Questions & How to Answer Them
- Free Marketing Webcast: Proxy 911: Help is on the Way!
- Product Spotlight: Participant Consent Website
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
January 2011
- New Year Lessons
- ShareComp 2011
- SOS Spotlight
- Free Educational Webcast: Stupid Stock Plan Tricks: Saving Your Mind, Your Time, and Reducing Your Company's Risk
- Stress Free Proxy Season: An Oxymoron?
- Product Spotlight: DTA Balance Proof
- CEPI Referral Program
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
December 2010
- SOS Spotlight
- Free SOS Educational Webcast: Tackle Your Proxy with Moxie: Updates on Equity Compensation Issues for Your 2011 Proxy Statement
- Free Marketing Webcast: Resolutions and Solutions for Accounting for Equity Awards
- Accounting for Terminations?? What?
- ShareComp 2011
- Product Spotlight: Training in Accounting for Equity Compensation
- Rosen Ownership Opportunities Fund
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
November 2010
- Preparation
- Free SOS Educational Webcast: Section 6039 Jeopardy!
- Cost Basis Changes - Much Ado About Nothing for Stock Plan Professionals?
- Get Me to the Church On Time (AKA, Get my RSU Taxes to the IRS On Time)
- Product Spotlight: Customized Year-End Tax Statements
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
October 2010
- Our Freedom of Choice
- Free SOS Educational Webcast: Cost Basis Confusion: What Do the New Regulations Mean for Stock Plan Professionals?
- Free SOS Sales Webcast: Section 6039 Solutions
- Non-Employee Accounting Goes Awry?
- Get Ready: 10 Things You Can Do NOW To Take the Bite out of Employee Year-End Communications
- Product Spotlight: RSU Tax Estimator
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
September 2010
September 2010 Xtra Newsletter
- The Tale of 2010
- Free SOS Educational Webcast: Ten Tips for Tackling Tricky Territories
- Free SOS Sales Webcast: Equity Accounting for M&A Made Simple
- Reflections from the NASPP Conference
- SOS Launches New Website
- Product Spotlight: RSU Planning Summary
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
August 2010
- Industry Trends Affecting Equity Compensation
- In Memoriam: Marilee Richardson
- Update on Performance Plans Webcast
- Upcoming SOS Webcasts: M&A Success Strategies for Stock Plan Managers, and Equity Accounting for M&A Made Simple
- M&A: After the Dust Settles
- Product Spotlight Sequel: SOS 6039 Services & Solutions
- SOS Across Our Desk: Equity Compensation in the News
- NASPP Conference
- SOS Xposé
July 2010
June 2010
May 2010
April 2010
March 2010
February 2010
- Spring Ahead
- Webcast on March 23rd - You Never Step into the Same River Twice: Changes in International Equity Compensation
- Market Research Survey: Section 6039
- Diluted Earnings Per Share: Reconciling Weighted Shares Outstanding
- Product Spotlight: Stock Plan Vendor Transition Services
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
January 2010
- Foreword to 2010
- Webcast on February 24th - Opting for Outstanding Outsourcing: Best Practices for Outsourced Stock Plan Success
- Money Makes the World Go 'Round, Part III: Update on India FBT
- Product Spotlight: SOS People Solutions
- ShareComp 2010
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
December 2009
- The Holiday Spirit
- In Memoriam: Charles Hall
- Webinar on January 27th: Revised IRS Regulations for Section 6039 and Section 423
- SOS Focus: Fun with Forfeiture Rates under FAS 123(R)!
- Product Spotlight: SOS Customized Stock Plan Software Reports
- ShareComp 2010
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
November 2009
October 2009
- What SOS Clients Are Saying
- Webinar on October 21th (Rescheduled to October 29th): Sweet Smell of Stock Plans IT Success
- SOS Focus: Preparing Stock Plans for IPO
- SOS Product Spotlight: Modification Accounting
- Participant Communication Topic: ESPP in a Down Market
- SOS Across Our Desk: Equity Compensation in the News
- SOS Xposé
September 2009
August 2009
July 2009
- Introducing the SOS Library
- Free Webcast: There's No Accounting for Modifications: Modification Accounting Explained
- SOS Focus: Best Practices for RSUs
- Market Research Survey
- Participant Question of the Month: My company is now granting restricted stock, and the current share price is much lower than I think it will be in a few years. Any tax-planning ideas?
- SOS Xposé
June 2009
May 2009
- SOS Employee of the Year!
- Free Webcast: Work Smarter Not Harder: Building Your Stock Plan Group
- SOS Focus: Money Makes the World Go 'Round: Tips for Tackling China SAFE Registration
- Top 10 Things You Need To Know For Option Exchanges Involving International Employees
- 2009 iQuantic® Global Long-Term Incentive Practices Survey
- SOS Xposé
April 2009
March 2009
February 2009
January 2009
December 2008
November 2008
October 2008
September 2008