Objectives

• Learn how to utilize this product to provide you with the facts and figures you need to compute a security holder's gain or loss from capital changes.

• Performing tax basis calculations for securities
• Execute simple keyword search methods
• Preparing estate-planning reports
• Managing investment portfolios
• Preparing tax returns for clients with stock portfolios
• Managing equity assets in mutual funds

Attendees

• Users responsible for computing gain/loss from capital changes

CPE

• By request only
• Taxes - 1 credits
• $55 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course