Automated CBR Software Helps Investors Count Their (Tax) Losses
The US Internal Revenue Service’s deadline for cost-basis reporting for fixed-income debt instruments has been delayed for a year, but that doesn’t mean firms can afford to postpone their preparations for the new requirements. Automated software solutions can help brokers plan how to properly harvest allowable tax losses by structuring deals using different products and avoiding banned offsetting trades, and can help identify outstanding disallowed losses already incurred to execute a trading
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