NEW YORK — April 9, 2014 — Bob Linville, Director of Product Management at Scivantage®, a Global FinTech 100 technology provider of information-enabled software dedicated to transforming complex information and processes into intuitive user experiences for the financial services industry, will be participating in a cost basis workshop panel at the SIFMA Operations Conference and Exhibition 2014 (SIFMA Ops 2014).
Moderated by Justin Hopkins, Strategic Project Manager, Broadridge Financial Solutions, Linville will join industry participants for the session titled, “Phase III of Cost Basis Reporting: Risk Considerations to Introducing New Debt Instrument and Option Requirements for 1099-B.” The panel will address the complex cost basis reporting mandate, specifically focusing on the important features of the final Phase III requirements and best practices for accurate reporting of cost basis for covered debt instruments and options.
PANEL: Phase III of Cost Basis Reporting: Risk Considerations to Introducing New Debt Instrument and Option Requirements for 1099-B
DATE: Tuesday, April 29, 2014
TIME: 3:30pm – 4:30pm EDT
SIFMA Ops 2014 brings together industry experts to provide insights around the reforms and operational resiliency that are designed to strengthen the financial markets infrastructure. The event will take place at the Boca Raton Resort & Club in Boca Raton, FL, from April 28, 2014 through May 1, 2014.
Scivantage® is a Global FinTech 100 technology provider of information-enabled software dedicated to transforming complex information and processes into intuitive user experiences for the financial services industry. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage’s cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships. For more information, please visit www.scivantage.com or contact us at +1.866.724.8268.