Capital Changes

A must-have resource for U.S. and international corporate actions information, tax analysis of those actions, cost basis, and fair market value information, as well as historical corporate action information, Capital Changes helps you streamline workflow processes relating to:

• Performing tax basis calculations for securities
• Determining gain/loss on taxable transactions
• Managing investment portfolios
• Preparing income tax returns
• Managing equity assets
• Updating shareholder accounts
• Maintaining cost basis information on periodic client statements
• Providing investment planning advice
• Estate and gift tax planning
• Acting as a trustee for individuals or corporate clients

Capital Changes