Please complete this brief form to receive the Commentary by Stevie D. Conlon, Senior Director & Tax Counsel, Risk & Compliance, Securities Tax Solutions, Wolters Kluwer Financial Services entitled, "IRS Releases Final Cost Basis Regulations With No Change in Effective Dates But Provides Penalty Relief That Effectively Delays Most Transfer Reporting for One Year.”
* - indicates required information
TYPE OF ORGANIZATION
Have you made a decision about a cost basis reporting solution to meet the regulations?
How will you be calculating costs basis? If you are working with a third-party vendor, which one?
Thomson
Scivantage
Not sure/Not applicable
Other
Do you have budget allocated to meet the cost basis reporting requirements?
Please indicate your clearing firm(s) or specify if you are not sure or if this does not apply to you.