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Cost Basis Reporting: Saving the Most Complex Phase for Last

Deloitte Dbriefs | Banking & Securities

Start Date and Time

March 6, 2013 2:00 PM

End date and time

March 6, 2013 3:00 PM

Time zone:

(GMT-05:00) Eastern Time (US & Canada)

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Host: Garrett O'Brien, Principal - Deloitte & Touche LLP
1 Intermediate CPE Credit: Specialized Knowledge & Applications

Cost basis reporting requirements are presenting major challenges to the banking industry, with significant operational and technology changes needed to implement Phase I and Phase II of the regulations. What additional challenges does the industry likely face as firms comply with new debt and options rules associated with Phase III? We'll discuss:

The current state of the industry.
Lessons learned and best practices from Phase I and II implementations.
Readiness for Phase III – strategies to successfully implement debt and options rules.

Learn more about Phase I and II experiences across the industry and what challenges may lie ahead for Phase III.

Please note: CPE Credit is not available for viewing archived programs.

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