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G2 FinTech and Advent Software want to help prime brokers grappling with Phase 3 of the cost-basis reporting (CBR) tax requirements of the IRS.
G2 FinTech, provider of the TaxGopher tax analysis and compliance software, and Advent Software, maker of Geneva portfolio management system, are joining forces to help prime brokers comply with Phase 3 of the cost-basis reporting (CBR) tax requirements of the Internal Revenue Service. New CBR rules have been taking effect over the past two years...
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