Contributor: Past Author - Richard Hulit
Beginning Jan. 1, 2011, cost basis reporting will be mandatory for all brokers executing transactions that involve publicly traded securities. This may prove to be easier said than done.
You must address technology and data issues now if you are to ensure future compliance with the regulations. But cost basis is not just about tax systems or even compliance. If it is approached the right way, this challenge may actually help increase efficiency, strengthen customer service and foster transparency.
That’s why our next Professional Services Perspectives Webinar will delve into the cost basis challenge – and how you can turn it into an advantage. My colleague David Elichman, who runs our Professional Services tax practice area, will lead the discussion.
• Are you up to date on the regulations?
• How does workflow play a part?
• What are the technology challenges?
• How are you approaching cost basis system integration?
• What are your training and resourcing strategies?
Be part of the discussion – join the latest installment of our Professional Services Perspectives Webinar series and receive a free copy of our new white paper: “Cost Basis – Turning compliance into an opportunity to improve your business.”
REGISTER HERE
WEBINAR: Turning cost basis into an advantage
DATE: Thursday, June 10, 2010
TIME: 1:00 p.m. EST
I look forward to you joining us on Thursday, June 10 for this important discussion of how you can turn cost basis into an advantage. Register today to make sure you are part of the conversation.
SHARE
previous post
