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 Final Cost Basis Regulations – Short Sales

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First Name

Last Name

Email Address

Title

Company

State

Business Phone

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?

Internal staff/solution

Sungard

Broadridge

GainsKeeper

Scivantage

Thomson

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.