Article: GainsKeeper FundTax Automates Wash Sale Calculations for Integrated Investment Services.

Tool Frees Resources While Helping Improve Accuracy

MINNEAPOLIS, Dec. 6 /PRNewswire/ -- Wolters Kluwer Financial Services today announced that Integrated Investment Services, Inc., a member of Western & Southern Financial Group(R), has adopted GainsKeeper(R) FundTax(TM), an automated tax lot service, to automate wash sale calculations for select mutual fund clients.

Calculating wash sales can be a time-consuming process and particularly complicated for fund administrators, who must calculate and verify loss deferrals and basis adjustments in order to generate accurate fund distributions. FundTax, the only tax lot accounting service with fully- automated ...

Related newspaper, magazine, and journal articles:

 
 
Newsweek Harper's Magazine The Washington Post Chicago Tribune Crain's Chicago Business PRNewswire Pediatric News The Nation Advertising Age The Economist (US) A FREE trial gives you access to over 80 million articles! Access over 6,500 publications with a FREE trial!