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.
Cost basis experts—Stevie D. Conlon, Senior Director & Tax Counsel, Wolters Kluwer Financial Services, Steven M. Rosenthal, Visiting Fellow, Tax Policy Center, Washington, D.C., and Dale Collinson, Director, Financial Institutions & Products, Washington National Tax Office of KPMG, detailed critical debt and option complexities that must be addressed now to prepare for January 1, 2013 compliance.
Corporate actions experts Senior Product Manager Richard Ryndak, J.D. along with Tax and Regulatory Analyst John Kareken, J.D. discussed some of the most challenging events of 2011 and the special tax concerns that those events raised.
Top Ten Corporate Actions of 2010
Wolters Kluwer Financial Services
Hosted on February 8th, 2011
Senior Analysts John Kareken & Lainey Duggan reviewed the most challenging corporate events of 2010, their tax consequences, cost basis issues and special concerns that they raise, and provided insights into how to address them at this event.
- View the presentation
Understanding the Final Cost Basis Regulations
Essential Details About the Impact on Brokers and Custodians
Wolters Kluwer Financial Services
Hosted on November 10, 2010
This webinar provided important details about the final cost basis reporting regulations issued by the IRS on October 12th, 2010 including the limited penalty relief for transfer reporting, key differences that will impact systems development & operations for brokers and changes in the rules for transfer reporting & corporate action issuer reporting.
- View the presentation
- Download the recording
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
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
Jan. 13, 2011
NICSA, Boston, MA
Stevie D. Conlon invited speaker
November 10, 2010
"Understanding the Final Cost Basis Regulations, Essential Details About the Impact on Brokers and Custodians", webinar
Stevie D. Conlon, speaker
November 4, 2010
"What Advisors Need to Know about the New Cost Basis Reporting Regulation", TD Ameritrade webinar
Stevie D. Conlon invited speaker
October 22, 2010
Securities Transfer Association (STA) Annual Meeting, FL
Stevie D. Conlon invited speaker
October 8, 2010
SIFMA Corporate Actions Educational Seminar, Chicago, IL
Stevie D. Conlon, keynote speaker
September 23, 2010
Capital Markets Consortium
Stevie D. Conlon invited speaker
September 2, 2010
NYSSCPA, NY
Stevie D. Conlon invited speaker
July 28, 2010
NYSSCPA, NY
Stevie D. Conlon invited speaker
May 3, 2010
2010 Tax Reporting & Withholding Conference
Stevie D. Conlon, speaker
May 6, 2010
SIFMA Operations Conference
"Everything You Wanted to Know About Basis Reporting but were afraid to ask: Pitfalls Including Wash Sales & Foreign Securities", Workshop
Stevie D. Conlon & Richard Ryndak, panelists
May 12, 2010
Securities Transfer Association (STA)
"Important Cost Basis Information for Transfer Agents: Understanding Key Aspects of the Proposed Regs", Webinar
Stevie D. Conlon, keynote speaker
March 23, 2010
Ignites Exchange: "Preparing for the Cost Basis Rule", webinar
Stevie D. Conlon invited speaker
Jan. 20, 2010
"Analyzing the IRS cost basis reporting regulations: Critical updates for brokers & custodians on the new proposed regs", webinar
Stevie D. Conlon, keynote speaker
Dec. 4, 2009
SIFMA Dividend Tax Reporting Semina
Stevie Conlon Invited Speaker
Sept. 15-16, 2009
Wells Fargo Shareowner Meeting MN
Stevie Conlon invited speaker
Sept. 24, 2009
American Bar Association IL
Stevie Conlon invited speaker
Oct. 20-23, 2009
Securities Transfer Association (STA) Annual Meeting FL
Stevie Conlon invited speaker
Oct. 25-28, 2009
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
