GK Form Header 2010

Thank you for your interest in our Cost Basis Fixed Income & Options Readiness Checklist. Please complete this brief form and select submit below to download your complimentary copy.

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Please indicate how we might help you meet the cost basis reporting compliance requirements?

Would you like to learn about an automated source of foreign corporate actions taxability information?

What are your current cost basis reporting challenges?
(Open box to write in your challenges).

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Automating OID calculations not covered by 1099-OID & 1099-INT, such as for tax exempt muni bonds
Making OID adjustments to securities based on the precise lot level purchase price
Automating bond premium amortization adjustments to basis and reporting
Obtaining adequate foreign corporate action taxability information
Accessing issuer reporting information
Calculating wash sales and/or lot relief
Validating 1099-B basis
Cost basis whitepapers/webinars
Please contact me to discuss your cost basis solutions

Thank you for your interest in our Cost Basis Fixed Income & Options Readiness Checklist. Please complete this brief form and select submit below to download your complimentary copy.* - indicates required information