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.
FRS Stock Plan Administration and Management Tools
- ESPP Purchase Audit Checklist
- ESPP Purchase Procedures
- Equity Benefits Guidance Report
- IRS 3921-22 Express
- IRS Section 6039 Solution
- International Considerations For Offering Stock Options
- International Taxation Starter Chart
- Outline Of Stock Administration Tasks
- W-2 101
FRS Transition Central
- Equity Plan Considerations During a Merger or Acquisition
- IPO Transition Checklist
- Transition Steps for Outsourcing Equity Administration
FRS Tools for EASI Users
- EASi Expense Accrual Report Details
- Expense Accrual Report Details
- Using EASi for Quarter-End Reporting
FRS Tools for Equity Edge Users
- 8 Software User Tips
- Equity Edge Expense Allocation Report Details
- Using Equity Edge(6.0-7.0) to Comply with FAS123(R)
- Using Equity Edge(7.1-8.0) to Comply with FAS123(R)
- Using Equity Edge for Proxy Reporting
- Using Equity Edge for Quarter-End Reporting