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Cost Basis Webinar May 2012 Q & A - May 2012

IRS Notice Delaying Effective Date for Cost Basis for Debt - May 2012

IRS FAQ's - January 2012

Final IRS Form 8937 - January 2012

IRS Form 8937 Instructions - January 2012

Draft of IRs Form 8937 - October 2011

IRS Pub 1220 updates for 2011 - September 2011

IRS Notice 2011-56 - June 2011

Cost Basis FAQ's - May 2011

CBRS Supplemental Guide for Mutual Funds - May 2011

IRS Draft Form 8937 - May 2011

Final Form 1099-B for 2011 - April 2011

Instructions for Form 1099-b for 2011 - April 2011

New Draft Form 1099-B - March 2011

IRS Releases Notice 2011-18 Providing Penalty Relief to Stock Issuers for Delayed Reporting of Corporate Actions to the IRS Until January 17, 2012s - February 2011

Form 1099-B Instructions - February 2011

Form 1099-B - February 2011

IRS Postpones Filing Date for Section 6045B Issuer Returns - February 2011

Broker/Agent Transfer Scenarios - January 2011

IRS Notice 2010-67 - 2010

Sample Transfer Statement - December 2010

Draft Form 1099-B for 2011 - November 2010

SIFMA Link Containing Sample Transfer Statement - November 2010

IRS Final Cost Basis Regulations - Issuer Corporate Action Reporting - October 2010

IRS Final Cost Basis Regulations - Significant Rules for Transfer Reporting - October 2010

Recommended Transfer Agent Cost Basis Data Elements - June 2010

Important Cost Basis Information for Transfer Agents: Understanding Key Aspects of the Proposed Regs - May 2010

Cost Basis Reporting: The Alternative Compliance - April 2010

DTC Important Notice re the Cost Basis Reporting Service - April 2010

Conlon Webinar Presentation - January 2010

Analyzing the IRS Cost Basis Reporting Proposed Regulations: A Gainskeeper Whitepaper -January 2010

Cost Basis Issues Summary - October 2009

2009 IRPAC Public Report Cost Basis Subgroup - October 2009

Work Product of Basis Reporting Joint Working Group - September 2009

Wolters Kluwer Whitepaper on Basis Reporting - September 2009

Cost Basis Reporting Law Overview Whitepaper from Wolters Kluwer

Challenges for Brokers

DTCC White Paper on Basis Reporting

Basis Reporting Concerns for Transfer Agents

IRS Notice 2009-17: Invitation for public comment on cost basis - February 2009

Brokers May Furnish Certain Composite Annual Tax Reporting Statements by February 17, 2009, Without Penalty