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Related Resources

  • Brochures

    CompleteDebt™  PDF
    GainsKeeper® Intelligent Tax Technology∞ PDF

    Whitepapers/Articles

    Top Ten Challenges with Cost Basis Reporting Phase 3  PDF
    IRS grants one-year delay in cost basis reporting for debt and options commentary PDF
    IRS Proposed Cost Basis Regulations For Debt Instruments & Options PDF
    Fixed Income and Options Cost Basis Readiness Checklist PDF
    Separating Sara Lee—Deciphering the Taxation of this Highly Complex Spin-Off PDF  
    Cost Basis Reporting Law: Compliance Complexities with Foreign & Domestic Corporate Actions PDF
    Corporate Action Issuer Returns –Cost Basis Challenges for Brokers PDF