Danielle is part of the Government Reporting Solutions team at TD Ameritrade, where she has worked since 2008. Danielle helps ensure the accuracy of tax reporting and compliance with several regulatory authorities, as well as managing the development of innovative tools and functionalities for tax associates. These process enhancements allow tax associates to better serve a range of TD Ameritrade clients. She holds the Series 4, 7, 24, and 63 securities licenses.
How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.
Financial 2017 New Years Resolutions
Did you know that your unknown, or “left alone,” investments may be in danger of tax consequences? States have some rights (and brokers the obligation) to esc
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