SOS Announces New Online Training Courses on how to Balance Your Deferred Tax Asset (DTA)

Proving your DTA balance in Excel using the tranche-level method and the grant-level method will be the focus in these online classes developed and delivered by SOS experts
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* Campbell - California - US

CAMPBELL, Calif. - May 6, 2014 - PRLog -- Stock & Option Solutions (SOS), a leading provider of stock plan administration, management and consulting services, today announced two online training courses that offer valuable education on how to do your DTA balance in a spreadsheet.  The web-based courses will occur on May 22nd and May 29th, 2014.

"We've gotten DTA balances down to a science at SOS. We can knock them out, ticked and tied, in just a few hours. But we'd rather share the knowledge than hoard it, so we're excited to offer our Online Trainings for DTA Balances,” says Elizabeth Dodge, Vice President at SOS.

The 90 minute training sessions will be delivered by Elizabeth Dodge of Stock & Option Solutions.Training materials and a comprehensive and interactive discussion of the topic will be included in each educational training session. The details needed to understand how to calculate this balance, the data required, and some “gotchas” that you should be aware of before you begin are to be provided.

Dodge mentions, "Depending on the system you use, and the available reports, the approach can be quite different, so we're offering two different courses for the two different approaches. If you don't know which approach is appropriate for the system you use, email us at We're happy to help."

For more details, please contact Shawna Casey at scasey@sos-team.comor 408-979-8700.

Stock & Option Solutions, Inc. (SOS) is a leading provider of stock plan administration, management and equity consulting services for companies offering equity compensation programs to its employees. For over thirteen years, hundreds of organizations, from private start-ups to Fortune 500 companies, have relied on Stock &Option Solutions’ expertise for strategic planning, methodologies and skilled resources to build and support the most effective stock administration programs possible. The company offers its services through its People/Staffing Solutions, Consulting/Project Solutions, and Outsourcing/Total Administration Solutions business groups. For more information about Stock & Option Solutions, please visit or call 888-SOS-0199.

Shawna Casey
Source:Stock & Option Solutions, Inc.
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Tags:DTA balance, Free Education, Online Training, Equity Compensation
Industry:Education, Finance
Location:Campbell - California - United States
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