Capital Changes

Capital Changes
The most current and comprehensive coverage of corporate actions from the industry's must trusted source

Wolters Kluwer Financial Services Capital Changes is the tax authority for U.S. and international corporate actions. This valuable resource provides complete and accurate, current and historical coverage of capital changes.

Also known as a corporate action, a capital change occurs when a company distributes stock to shareholders, reorganizes, completes a merger, liquidates, declares bankruptcy, or takes any other action that affects shareholders.

Available as a suite of products on IntelliConnect®, Capital Changes provides the information that shareholders and their advisors use to calculate cost basis and perform tax analysis. Even the IRS uses Capital Changes.

Formats available/Update frequency

IntelliConnect®/Updated weekly
Print – 7 Loose-Leaf Volumes/Updated weekly

Capital Changes covers over 100 years of corporate actions for more than 100,000 companies. Information is examined by legal and tax experts to make sure it is absolutely accurate.

U.S. Coverage
All equities of publicly traded companies listed on U. S. exchanges are covered.

New York Stock Exchange
American Stock Exchange
NASDAQ
Over-the-Counter (OTC)
A substantial number of note, debentures and other debt instruments are also covered

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

Capital Changes gives you all the information and tools you need to make informed decisions regarding corporate actions.

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

Practice Aids

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

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