Cost Basis Reporting

IndustryWatch: Cost Basis Reporting—What You Need to Know About 2014 Bond Election Changes

Join us for a special tax and cost basis reporting webcast, Cost Basis Reporting—What You Need to Know About 2014 Bond Election Changes, on Thursday, September 4, 2014, from 2:00 p.m. to 3:00 p.m. (ET). Register now.

Early tax planning will be essential in 2014. To help you and your clients prepare, cost basis expert Kevin McCosker, Director at Pershing, a BNY Mellon company, will offer insight into cost basis reporting for debt instruments (bonds) and options. You will learn how bond election and accrual method changes for bonds may significantly impact your clients’ 2014 tax filing, including what actions are required before December 31, 2014. This discussion will also cover the new phased mailing schedule for 2014 1099 forms, along with enhancements to our account statement and 1099 forms.

This webcast will highlight the following:

Important changes to bond elections and accrual methods
Enhancements to Pershing’s 2014 1099 forms (and Account   Statement)
New phased mailing of 1099 tax information statements for 2014   tax season
Accessible tools and resources

Joining Kevin for this webcast are:

Sam Adams, Vice President, Pershing, a BNY Mellon company
Mindy Zamparelli, Director, Pershing, a BNY Mellon company


Thursday, September 4, 2014
2:00 p.m. – 3:00 p.m. (ET)

This webcast has been accepted for one Certified Financial Planner (CFP) Board continuing education credit.

Register Now


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