News & Events
Welcome to Wolters Kluwer Financial Services’ Cost Basis Reporting Resource Center News & Events page. Here you can access important cost basis reporting industry articles & webinars and learn about related speaking engagements.
Industry Articles
Most Recent Articles
- “Cost-Basis Reporting: A Customer Service Opportunity,” By Deanna Flores and Laurie Hatten-Boyd, KPMG, September, 2009
- "Why C-Level Executives Should Be Concerned About the New Cost Basis Reporting Rules,” by David L. Easthope, Celent, September 2009.
- “IRS Begins Developing Guidance On New Broker Basis Reporting Rules,” NEWSLETTER Federal Tax Weekly, NO. 7, By Brant Goldwyn, JD, February 12, 2009.
- “IRS Seeks Input on Cost Basis Reporting,” by Chris Kentouris, Securities Industry News, February 10, 2009.
- “Complying with Higher Corporate Action Standards: The Importance of Booking the U.S. Taxation of Corporate Actions Correctly Given the New Cost Basis Reporting Law,” by Stevie D. Conlon, first published in the Journal of Securities Operations & Custody, Vol 2, Issue 1, February, 2009, by Henry Stewart Publications.
Additional Articles
+ Read Now
- New Cost Basis Reporting Law Creates Challenges for Brokers, Stevie D. Conlon, Journal’ of Financial Products, January, 2009
- The New Cost Basis Reporting Law and Concerns for Transfer Agents, Stevie D. Conlon, excerpted from the STA Newsletter, (a publication of the Securities Transfer Industry), January, 2009.
- Newly Enacted Cost Basis Reporting Law Presents Broker Challenges
Stevie D. Conlon, The Dividend Digest, (SIFMA) Fall, 2008
- Broker Basis Reporting Proposed Legislation: Simplification by Decree—Details to Come, Stevie D. Conlon, Journal of Financial Products, September 2007
Webinars
Important Cost Basis Information for Transfer Agents: Understanding Key Aspects of the Proposed Regs
Wolters Kluwer Financial Services
Hosted on May 12, 2010
This webinar considers the impact of key aspects of the cost basis reporting law and related reporting obligations for transfer agents.
- View the presentation
- Read the Q & A recap - Coming Soon!
- Download the recording - Coming Soon!
THE TOP TEN Most Challenging Corporate Action of 2009 How did they challenge you, and what are the implications for 2010?
Wolters Kluwer Financial Services
Hosted on January 21, 2010
This webinar sets forth the most significant and complex corporate actions that occurred in 2009, including both U.S. and international transactions, and provides in-depth analysis about these events.
- View the presentation
- Read the Press Release
- Download the Whitepaper
Analyzing the IRS cost basis reporting regulations:
Critical updates for brokers & custodians on the new proposed regs
Wolters Kluwer Financial Services
Hosted January 20, 2010
This webinar reviews proposed regulations issued December 16th, 2009, by the IRS that set forth critical details that brokers and others must take into account in implementing systems to meet the cost basis reporting law’s requirements.
- View the presentation
- Read the Q&A recap
- Download a recording
Cost Basis Reporting Compliance CALL TO ACTION: An Industry Under-Prepared
Wolters Kluwer Financial Services & Celent’s David Easthope
This webinar considers results of a stunning industry survey that revealed the urgent need for C-level executives to immediately address critical compliance aspects of the cost basis reporting law.
- View the presentation
- Read the Q&A recap
- Download a recording
IRS Notice Comments On The Cost Basis Reporting Law: Update For Brokers & Custodians
Hosted May 13, 2009
This webinar provides insight into aspects of the public comments submitted to the IRS and the potential impact on compliance.
- View the presentation
- Read the Q&A recap
- Download a recording
Preparing for the New Cost Basis Reporting Law
Hosted November 19, 2008
This webinar offers key details about the cost basis reporting law, including the requirements relating to corporate actions, wash sales, short sales, options & more and the impact of the new law on brokers’ software and tax reporting systems.
- View the presentation
- Read the Q&A recap
- Download a recording
- Read the whitepaper
Cost Basis Reporting Legislation, Worries & Pitfalls
Hosted March 25, 2008
This webinar offers clear insights into cost basis reporting legislation and the impact to Form 1099-B reporting of corporate actions, wash sales, short sales, options & more.
- View the presentation
Speaking Engagements
Upcoming
Dec. 4
SIFMA Dividend Tax Reporting Semina
Stevie Conlon Invited Speaker
Previous
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Sept. 15-16
Wells Fargo Shareowner Meeting MN
Stevie Conlon invited speaker
Sept. 24
American Bar Association IL
Stevie Conlon invited speaker
Oct. 20-23
Securities Transfer Association (STA) Annual Meeting FL
Stevie Conlon invited speaker
Oct. 25-28
CCH Tax Users Conference
Stevie Conlon invited speaker
July 28, 2009
Wells Fargo Shareowner Services, NYC, Stevie Conlon, Invited Speaker
May 29, 2009
SIFMA Dividend Division Educational Workshop, NYC, Invited Speaker
May 13, 2009
“IRS Notice Comments On The Cost Basis Reporting Law: Update For Brokers & Custodians”, Webinar, Keynote Speaker
April 1, 2009
“Corporate Actions Cost Basis Discussion” & “Global Corporate Actions: Case Study, Taxation, Processing & Measuring Operational Risk,” SIFMA Securities Division, 6th Global Corporate Actions Forum, NYC, Invited Speaker
December 8, 2008
“Cost Basis Reporting,” SIFMA Dividends Division, Tax Reporting Seminar, NYC, Panelist
November 19, 2008
“Preparing For The New Cost Basis Reporting Law: A practical explanation of the key details that matter to brokers & custodians,” Webinar, Keynote Speaker
September 10, 2008
“Preparing for Pending Cost Basis Reporting Legislation
– Avoiding the Headaches,” Advent Annual Conference 2008, Invited Speaker
June 10, 2008
“Cost Basis Reporting,” SIFMA Technology Conference, NYC, Workshop Speaker
May 20, 2008
“Developing Your Strategic Technology Roadmap,” Financial Research Associates Hedge Fund Tax, Accounting and Administration Master Class, NYC Panelist
March 25, 2008
“Cost Basis Reporting Legislation – Worries & Pitfalls,” Webinar, Keynote Speaker
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Stevie Conlon's
Cost Basis Column
IRS Issues Proposed Cost Basis Reporting Regulations
On December 16, 2009, the IRS issued proposed regulations on cost basis reporting by brokers (the Proposed Regulations—REG-101896-09). The Proposed Regulations address key details regarding cost basis reporting for stock, dividend reinvestment plan stock and mutual fund shares, including permitted lot selection methods, optional reporting of pre-effective date (uncovered) shares, wash sales and other basis adjustments and other important rules.
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