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CCH's Capital Changes product line provides facts and figures needed to compute
a security holder’s gain or loss from capital changes. It's an invaluable,
unique resource that is relied on by professionals who . . .
- Perform tax basis calculations for securities
- Provide investment planning advice
- Prepare estate planning reports
- Prepare tax returns for clients with stock portfolios
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- Manage investment portfolios
- Manage equity assets in mutual funds
- Act as trustee for individual or corporate clients
- Maintain cost basis information on periodic client statements
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The Capital Changes family of products include:
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U.S. Capital Changes Products:
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Capital Changes
Reports
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Capital Changes
Reports Daily
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Capital Changes
Direct Data Feed
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Available in print weekly, CD-ROM monthly and Internet (every 2 weeks)
More Info...
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Delivered daily via Internet or Lotus Notes.
More Info... |
Provides subscribers "raw" data for integration into internal
systems on a daily basis.
More Info... |
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ADR/Global Capital Changes Historical
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| Now available via the Internet! All reporting
instituted since the inception of the new ADR/Global Daily product is included
(the period from November 1999 to the present) and will be updated on
a monthly basis. More
Info... |
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ADR/Global Changes Products:
Coverage of American Depositary Receipts and Global Securities are
available in three formats.
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| ADR/Global Capital Changes Daily |
ADR/Global Capital Changes Daily
Direct Data Feed |
Delivered daily via Internet or Lotus Notes.
More Info... |
Provides subscribers the "raw" data for integration into internal
systems on a daily basis.
More Info... |
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| GainsKeeper develops
Internet-based technology solutions to meet the complex reporting and
portfolio analysis needs of professional and independent investors.
GainsKeeper Institutional Services (GKIS) provides the first fully
automated tax lot accounting (TLA) engine that includes tracking and
automatic adjustments for wash sales and corporate actions, and analytical
tools, which can be deployed to meet the various business needs of each
client.
GainsKeeper delivers its products and services to
mutual fund administrators, brokerage firms, advisors and their clients.
GKIS processes millions of transactions each year for its global clients
and has responsibility for accounts with over $100 billion in assets.
GainsKeeper is owned by Wolters Kluwer North America and is part of CCH
INCORPORATED.
For more information on GainsKeeper, visit
http://www.gkis.net.
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Features shared by all Capital Change products
- A team of experts monitors publicly held companies, providing
reports on all activities that might have tax consequences for shareholders.
- The CCH Basis Factor™ makes it easy to calculate changes
to basis resulting from capital changes.
- Precise reporting of fair market values and changes in basis
resulting from corporate actions, allow subscribers to properly book
a transaction.
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- Includes summaries of taxability provided by the company,
its tax counsel, or its accountants regarding tax consequences of corporate
distributions.
- CCH explanations, offers insight concerning complicated issues.
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Transactions Covered
- Mergers of Publicly Traded Targets
- Exchange Offers
- Recapitalizations
- Reorganizations
- Stock Dividends, Splits and Other Distributions of Securities
- Cash Purchase Offers for Securities
- Name Changes
- Poison Pill Plans
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