FRS Equity Strategies Useful Tools & Links
At FRS Equity Strategies we want to empower our clients and students and encourage continuous learning on the job. Here are some useful tools and links.
Equity Edge Report Usage Guides
- Equity Edge Reports: For Tax Benefit APIC Pool (PDF)
- Equity Edge Reports: Using Expense Allocation Report (PDF)
- Equity Edge Reports: External Reporting (PDF)
- Equity Edge Reports: Comply With FAS123R (PDF)
- Equity Edge Reports: For Proxy Reporting (PDF)
- Equity Edge Reports: Estimated Forfeiture Rate Analysis (PDF)
- Equity Edge Reports: For Quarter-End Reporting (PDF)
EASI Usage Guides
- EASi Reports: For Tax Benefit APIC Pool (PDF)
- EASi Reports: Using Expense Allocation (PDF)
- EASi Reports for Fiscal Quarter-end and 10-Q (PDF)
- EASi Reports matched to Equity Edge Reports (PDF)
Stock Plan Administration and Management Tools
- Comprehensive Outline of Tasks for the Dept. (PDF)
- ESPP Pre-purchase Checklist for a Purchase (PDF)
- ESPP Purchase procedures (PDF)
- International Considerations for Offering Stock Options (PDF)
- International Taxation Starter Chart (PDF)
- Mobility Issues and Considerations (PDF)
Useful Links
- National Association of Stock Plan Professionals, NASPP, www.naspp.com
- Certified Equity Professional Institute, CEPI, http://cepi.scu.edu
- Internal Revenue Services, www.irs.gov
- Securities and Exchange Commission, SEC, www.sec.gov
- Financial Account Standards Board, FASB, www.fasb.org