Management of financial records is an important element of fiscal responsibility. However, even a sophisticated investor may not have all of the records that she needs to establish the tax basis of ...

Xcitek, the leading global provider of market data, Corporate Actions software, and staffing solutions, today announced that the Xcitek Client Cost Basis service is fully implemented and is actively ...

While individuals are allowed to exclude gain of $250,000 ($500,000 by a married couple filing a joint return) on the sale of property owned and used as a principal residence for at least two years in ...

When funds are withdrawn from an IRA or a Roth IRA, the basis comes out tax-free. But who is tracking the basis information? This is where advisers can help. In this article, we will provide an ...