Tag Mandatory Cost Basis

Investing/Financial Planning, Tax Related

Somebody is Watching You – Cost Basis Now Being Reported

For an extra bit of humor, I thought the old Rockwell song title (showing my age) might be appropriate. As of 1-1-2011 the US Federal Government (part of the Emergency Economic Stabilization Act of 2008) is now mandating purchase and sales…

John Kvale CFA, CFP
January 20, 2011

Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

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