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.
“The Price of Cost Basis Reporting”, Wall Street & Technology, By Melanie Rodier, July 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

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Webinars

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 recordin

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

+ Expand

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

Looking for Cost Basis Whitepapers or Public Comments to the IRS?
Go to our Law Library!

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.