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Proven experts. Powerful automation.

Manually monitoring corporate actions and their tax implications is a massive, time-consuming task. Our best-of-breed automated solution help ensure that every cost basis tax consequence is rapidly, efficiently, and accurately reported. Hundreds of Wolters Kluwer legal experts stay abreast of reporting requirements and verify the efficacy of every calculation. You can then seamlessly plug these results into your downstream systems for greater compliance certainty, speed, and savings.

Relevant solutions

GainsKeeper® Brokerage
GainsKeeper Brokerage
Offering the debt and options functionality you need to meet 1099 tax reporting requirements, GainsKeeper® calculates cost basis― adjusted for corporate actions and wash sales― and applies multiple lot relief methods for many of the top blue chip brokerage firms.
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Corporate Actions Suite
Corporate Actions Suite
This suite of solutions provides financial institutions, accounting, and legal professionals with detailed and accurate corporate action taxability information for portfolio and tax lot accounting, cost basis, and withholding tax compliance.
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