Upcoming Webinar: Scivantage and SunGard Wall Street Concepts to Host a Webinar on the Proposed Fixed Income & Options Reporting Requirements

As the industry moves through this 1099 tax reporting season, it is essential that we look ahead at the Fixed Income and Options reporting requirements on the horizon. These complex security types will undoubtedly create additional compliance challenges and require substantial technology modifications to existing systems.

Join us for a live Webinar, titled: “Cost Basis Reporting: Looking Ahead. A Critical Look at the Proposed Fixed Income & Options Reporting Requirements”, to hear Artie Wolk, Senior Vice President, Product Strategy at SunGard Wall Street Concepts and Cameron Routh, Senior Vice President, Strategic Products at Scivantage share their thoughts on this tax reporting season and offer critical insight into the proposed regulations for Fixed Income & Options.

This interactive, one-hour webinar will take you through the major provisions of the proposed requirements and offer observations on key areas that will have an immediate impact on your customers, and your business. Key topics covered during this webinar will include:

  1. Lesson learned from this tax reporting season―from resource readiness and technology integration to data processing and the impact on client service
  2. Critical insight into the proposed regulations for Fixed Income and Options
  3. Deep dive from industry leader Wall Street Concepts on Original Issue Discount (OID) securities and their complex calculations
  4. Question & Answer session where we encourage your participation and questions!

You can register here for full access to listen on Thursday, February 23, at 4:00 PM EST.


Posted in Basis reporting legislation, Cameron Routh, Cost Basis, Events, tax management and tagged , , .