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2. Business Phone
3. How can we help you comply with the cost basis reporting law?
Please send me:
A copy of the whitepaper, New IRS Cost Basis Reporting Proposed Regulations:
Analysis of the Details & the Impact on Brokers and Transfer Agents
By Stevie D. Conlon, Tax Director, GainsKeeper, Wolters Kluwer Financial Services.
This insightful whitepaper provides an overview of key details of the Proposed Regulations and their impact on brokers and transfer agents and is a must-read for anyone impacted by this law.
A cost basis reporting readiness checklist.
The cost basis reporting readiness checklist poses 12 key questions to help
firms determine if their current system plans will meet the cost basis reporting requirements, or if they need to make adjustments. Whether you are buying or building a solution, this informational checklist is a ‘must have’ to evaluate
whether your organization is on track to comply on time.
A copy of the Celent Report, Why C-Level Executives Should Be Concerned About the New Cost Basis Reporting Rules by David Easthope, Celent, September 2009.
To assess industry cost basis reporting compliance readiness, Celent, in conjunction with Wolters Kluwer Financial Services, conducted a survey of C-Suite executives, VPs, directors, managers and line staff at leading broker-dealers, investment advisors, fund organization and custodians. The stunning results are summarized in this highly compelling report.
I would like to: (check all that apply)
Speak with a solutions specialist about how GainsKeeper can
help my organization comply with this law.
Speak with specialist about Capital Changes products.
Attend future cost basis reporting webinars.
4. I would like information about covering: (check all that apply)
Wash sales
Corporate actions
Historic basis
Foreign securities
Noncovered securities
Transfer reporting
Related customer support issues
5. What are you doing to comply?
How far along is your cost basis reporting compliance solution?
We plan to implement a solution in:
My confidence level regarding my organization’s ability to meet the
January 1, 2011 initial compliance timeline is:
(0 = not confident at all and 5 = 100% confident)