SOS Home   |   SOS Library   |   SOS Webinars


Year-end is always a challenging time and hopefully you’re already well into preparing for it. From D&O questionnaires to getting tracking dispositions to getting data cleaned up for W-2 and 6039 reporting to those fabulous year-end tax packages, companies have a lot of compliance responsibilities.

Which are the key items you should be addressing now and which items can you put off until later? How do you attack all the year-end items while still getting your “day job” accomplished?

Join our expert panel that will share and review: 
  • A suggested year-end checklist
  • Tips and tricks that have been used to survive prior year ends
  • Process-smoothing ideas that can be implemented quickly


"Year-end always seems to sneak up on us – like we don’t know it’s coming.  There are so many things that have to get done and thing that should get done that the list seems overwhelming.  Our session will review the myriad of items we need to comply with at year-end along with discussion of things that you can start early so it is possible that you won’t be in the office New Year’s Day trying to close your books."
-Christine Zwerling SOS

Request more information

SOS Educational Webcast:

Voyage to the End of the Year:
How to Comply with Year-end Regulations

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.

Wednesday November 20, 2013