Matt Newman is part of the Government Reporting Solutions group at TD Ameritrade, where he has worked since 2011. Matt 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. He holds the Series 7, 24, and 63 securities licenses.
Computing your taxable gains and loss hinges on adjusted cost basis and holding periods. Cost basis values shouldn’t be so difficult to calculate.
for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
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