DiscoverMoney Talks Radio Show - Atlanta, GACase Study: Selling Investments and Reporting Cost Basis
Case Study: Selling Investments and Reporting Cost Basis

Case Study: Selling Investments and Reporting Cost Basis

Update: 2019-03-18
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS®, and Shawna Theriault, CPA, CFP®, CDFA®, to talk about cost basis, and how important it is to keep good records, so you can substantiate your gains or losses at tax time.
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Case Study: Selling Investments and Reporting Cost Basis

Case Study: Selling Investments and Reporting Cost Basis

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