New cost basis rules

Jul 6, 2011 9:05 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.


Jerry Gleeson

Senior Editor

Registered Rep.