New cost basis rules

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Jul 6, 2011 5:05 pm

I'm writing a story for Registered Rep. about the new cost basis rules on securities transactions that will be implemented starting next spring. I'd like to talk with advisors to get a sense of whether this is on anyone's radar, how it might affect relations with clients and custodian, possible problems that regulators haven't thought about, etc.

Reach me at [email protected] or 212-204-4261. All replies confidential.

Thanks!

Jerry Gleeson

Senior Editor

Registered Rep.