Cost Basis Webcast Series
Our series of archived webcasts on the legislation and back-office issues focuses on information important to advisors.
On-Demand Webcasts
Each webcast in the 2011 series will be archived for on-demand viewing. Archived webcasts are typically available within a week after the webcast.
Cost Basis Reporting: What's Coming This Year
Thursday, June 23, 2011
1 p.m. PT/4 p.m. ET
Mandatory cost basis reporting will extend to mutual funds, exchange traded funds (ETFs) and dividend reinvestment plan (DRIP) shares in 2012. Join us for a discussion of the new regulations, Schwab's efforts to comply and how we will help you prepare.
Preview of Updated Form 1099-B with Cost Basis
Wednesday, July 27, 2011
1 p.m. PT/4 p.m. ET
Join us for a first look at Schwab's revised Form 1099 Composite, which will include the newly required cost basis information on the Form 1099-B. This webcast will help you prepare for discussing the changes with your clients, your clients' tax advisors, and your staff.
Educating Your Clients About the New Form 1099-B
Thursday, September 29, 2011
1 p.m. PT/4 p.m. ET
Your clients will see the revised Form 1099 Composite, which includes the new Form 1099-B, when it arrives in early 2012—and they might have questions. You’ll want to be prepared to help your clients and their tax advisors understand the new reports and implications for filing their taxes.
Preview of Technology Enhancements for Cost Basis
Tuesday, October 25, 2011
1 p.m. PT/4 p.m. ET
When mandatory cost basis reporting extends to mutual funds, exchange traded funds (ETFs) and dividend reinvestment plan (DRIP) shares in 2012, Schwab can help you keep your workflow running smoothly with technology enhancements. Join our cost basis product development team to preview upcoming enhancements for schwabadvisorcenter.com.
Cost Basis Changes for Advent and PortfolioCenter
Thursday, November 17, 2011
1 p.m. PT/4 p.m. ET
Providers of portfolio management systems continue to evolve their products to meet their clients’ needs regarding the new cost basis reporting requirements. Speakers from Advent® and Schwab Performance Technologies® will talk about their planned technology enhancements.
Educating Your Clients About the New Form 1099-B
Thursday, December 8, 2011
1 p.m. PT/4 p.m. ET
Your clients will see the revised Form 1099 Composite, which includes the new Form 1099-B, when it arrives in early 2012—and they might have questions. You'll want to be prepared to help your clients and their tax advisors understand the new reports and implications for filing their taxes.
Cost Basis: Year in Review and Technology Update
Thursday, January 19, 2012
1 p.m. PT/4 p.m. ET
Join Schwab's cost basis product development team to review and see a demonstration of the various cost basis–related technology enhancements we’ve made to help you better manage your cost basis data.
Any mention of third party firms is not, and should not be construed as a recommendation, endorsement or sponsorship by Schwab, nor are they affiliated with or employed of Schwab
Schwab Performance Technologies ("SPT"), like . Charles Schwab & Co., Inc. (Schwab), is a subsidiary of The Charles Schwab Corporation. Schwab provides brokerage services, while SPT licenses software and provides related technology products and services. PortfolioCenter® is a product of SPT.
Featured Resources
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