Capital Changes

When you need information on capital changes in the United States or internationally, Capital Changes from Wolters Kluwer Financial Services, should be your first choice. It provides complete, accurate, current and historical coverage of capital changes.

Also known as a corporate action, a capital change occurs when a company distributes stocks to shareholders, reorganizes, completes a merger, liquidates, declares bankruptcy or takes any other action that affects shareholders. Capital Changes provides the information that shareholders and their advisors need to calculate cost basis and perform tax analysis. Even the IRS uses it.

Get the information you need to examine the effect of corporate actions. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Weekly updates. Includes access to CCH@Hand™.
• Print: Weekly updates. Seven loose-leaf volumes.

Capital Changes is the tax authority for U.S. and international corporate actions.

It gives you all the information and tools you need to make informed decisions regarding corporate actions. It lets you:

• Act as trustee for individual or corporate clients.
• Adjust basis on securities held.
• Administer investment portfolios.
• Calculate accurate gains/losses from corporate actions.
• Determine basis of security received.
• Determine the taxability of transactions.
• Help clients who handle accounts involving securities held for a long period, such as probate accounts.
• Prepare income, estate and gift tax returns more efficiently.
• Provide planning advice on investments, estates, gifts and income tax.
• Track worthless securities.
• Understand complicated bankruptcies.

Practice Aids streamline and simplify calculations and analysis.

• Basis Factor — Enables you to adjust your basis as required by the Internal Revenue Code; important for tax planning.
• Commentary — Provides guidance on U.S. tax issues that apply to a corporate action when no company opinion is available.
• Tax Comment — Supplements the company’s tax opinion with additional information that may have been omitted, but is necessary to fully understand the tax consequences.
• Fair Market Value — Helps you determine the gain or loss resulting from certain corporate transaction.

Get the information you need to examine the effect of corporate actions. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Weekly updates. Includes access to CCH@Hand™.
• Print: Weekly updates. Seven loose-leaf volumes.

Available in print, as well as a suite of products on IntelliConnect®, Capital Changes covers more than 100 years of corporate actions for more than 100,000 companies. Information is examined by legal and tax experts to ensure its accuracy.

U.S. Coverage

All equities of publicly traded companies listed on U. S. exchanges are covered, as well as a substantial number of note, debentures and other debt instruments.

• New York Stock Exchange
• American Stock Exchange
• NASDAQ
• Over-the-Counter (OTC)

International Coverage

Capital Changes provides full coverage of non-U.S. securities traded in the United States, including American Depositary Receipts (ADRs). Extensive coverage of non-U.S. securities, such as ordinary shares, traded in their home markets, includes:

• Australia
• Benelux
• Brazil
• Canada
• France
• Hong Kong
• India
• Malaysia
• New Zealand
• Scandinavia
• Switzerland
• United Kingdom

Get the information you need to examine the effect of corporate actions. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Weekly updates. Includes access to CCH@Hand™.
• Print: Weekly updates. Seven loose-leaf volumes.

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CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
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