Webinar: Cost Basis Reporting-Understanding the Final Requirements

Webinar: Cost Basis Reporting-Understanding the Final Requirements
Thursday, October 28, 2010 @ 4:00 PM EDT

They’re here… After months of speculation and preparation, the IRS has released the final regulations on the basis reporting requirements due to take effect January 2011.

Join Dan Mayo, Principal at KPMG and Cameron Routh, Senior Vice President of Strategic Products for Scivantage, as they share their thoughts and insights on the Final Basis Reporting Regulations. This interactive, one-hour webinar will take you through the major provisions of the new 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:

  • Expert analysis of the recently released regulations, with a focus on what you need to know, and what you need to do in order to be fully compliant
  • Key observations and insight into specific topics such as reporting of wash sales, treatment of foreign securities, reporting required in connection with the transfer of securities and much more
  • Learn how leading financial institutions are planning to solve cost basis reporting challenges, and discover what some firms are doing to gain a competitive advantage
  • A live Question & Answer session to answer specific questions on the regulations and overall industry preparedness

Daniel Mayo
Principal, Financial Services Tax

Cameron Routh
Senior Vice President, Strategic Products

For more information about Scivantage or our Webinar Series, call 646.452.0050.

Posted in Basis reporting legislation, Capital gains tax, Cost Basis, Scivantage, Scivantage Maxit, tax management and tagged , , , .