Please join us for Pershing’s IndustryWatch webcast, Cost Basis Implementation 2011, Part II—Preparing for Phase Two Requirements and Understanding Changes to Form 1099 on Thursday, July 21, 2011, from 2:00 p.m. to 3:00 p.m. (ET).
To register, visit: https://www.regonline.com/Register/Checkin.aspx?EventID=991167
As advisors and investment professionals, you need to prepare before the next phase of cost basis reporting requirements take effect—and long before taxpayers receive their new 1099 forms.
Join us for the first look at Pershing’s new Form 1099-B Composite and Tax and Year-End Statement, which has been enhanced to show required cost basis information. In addition, attendees will learn more about mutual fund shares and DRP requirements and the complexities of S corporations vs. C corporations.
This webcast will highlight:
- Industry insights on phase two cost basis reporting regulations and the new tax rules—mutual fund shares and stock in dividend reinvestment plans (DRPs)
- A preview of Pershing’s Form 1099 Composite (and other new tax forms)
- New tools and functionality for data synchronization process
- Pershing’s cost basis resources
In advance of the webcast, please submit questions to [email protected].
Please share this invitation with your colleagues who may benefit from this presentation.
We look forward to your participation on Thursday, July 21.