TITLE

Schwab Preparing for New Cost-Basis Reporting Rules

AUTHOR(S)
Mitchell, Donna
PUB. DATE
June 2010
SOURCE
American Banker;6/24/2010, Vol. 175 Issue 97, p8
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article examines steps taken by Schwab Advisor Services, the investment advising and wealth management unit of Charles Schwab Corp. to comply with U.S. Internal Revenue Service (IRS) rules on cost-basis reporting of securities for tax purposes.
ACCESSION #
51689093

 

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