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Colin
Bass
Stock & Option Solutions, Inc.
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Chris
Cox
Stock & Option Solutions, Inc.






Tue, Oct 16, 2018 11:00 AM PDT

SOS Educational Webcast: Stock Administration: Taxation, Year-End, & Some Things In Between 
We’re scratching the surface on stock administration (and what is all included in this multi-faceted role) in this “back to basics” session. We’ll dive into the difference between Incentive & Non-Qualified stock options, awards and how they work, form filings, and more. The documents employees need for their taxes, qualified versus non-qualified transactions, and what should be on your checklist will all be detailed in this educational webcast.

(
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.)


So Quotable: 
“Equity has become a mainstay for both retaining employees and enticing new hires. As stock administrators, it helps to not only have that knowledge, but to be capable to deliver that information in a way all employees can understand. Whether that employee be an insider or standard, this webcast intends to educate you or brush up your knowledge, at a high-level, of how to approach award types, year-end, taxation, and form filings.” Colin Bass, Stock & Option Solutions, Inc. 

Speaker Bios:

Colin Bass, Stock & Option Solutions, Inc. 
A graduate of Muskingum University, Colin Bass began his career in equity with Solium Capital working primarily with private companies using Shareworks and Capmx. During his time in equity he has garnered a wide array of equity-based knowledge. Now as an Account Manager at Stock & Option Solutions, Colin delivers service to both private and public companies on managing their plans and equity database.

Chris Cox, Stock & Option Solutions, Inc.
Chris Cox has worked for SOS for almost two years as an Outsourcing Administrator. His passion for stocks at an early age helped him open the door towards a career in equity compensation. Chris is a graduate of Austin Peay State University with a BBA in Finance and has completed level 2 of the CEP exams with the Certified Equity Professional Institute.

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