Resources & News

Learn about cost basis reporting to understand how it impacts your organization and what steps you need to take to comply with the law.

Cost Basis Whitepapers

• Cost Basis Reporting Law: Brokers Considering Whether to Wait for IRS Guidance, October, 2008
• Cost Basis Legislation: Tax Court Sustains IRS “zero cost basis” Deficiency Against Taxpayer, August 2008
• Cost Basis Legislation: Cost Basis Reporting Legislation: Remains Active in New House & Senate Bills, August 2008
• Cost Basis Legislation: Passed by US House, May 2008
• Cost Basis Legislation: Close to Becoming Law, February 2008
• Senate Committee Staff Releases Cost Basis Reporting Legislation Proposal, June 2007
• Cost Basis Reporting is Coming! Are You Ready? March 2007

Articles

• Newly Enacted Cost Basis Reporting Law Presents Broker Challenges
  StevieD.Conlon, The Dividend Digest, (SIFMA) Fall, 2008
• Broker Basis Reporting Proposed Legislation: Simplification by Decree—Details to Come, Stevie D. Conlon, Journal of Financial Products, September 2007