For the accountants and attorneys out there, here is a link to a great resource for researching the cost basis of investments. I’ve done this manually many times in the past and its quite a chore, particularly where there are stock splits, reinvested dividends, spin-offs, etc.
Your Old Money
About Steve Masterson
Court-appointed Trustee and Personal Representative, providing neutral, third-party, administration of Trusts and Estates; estate planning consultant to families, attorneys, and fiduciaries; and expert witness for trust and estate litigation matters.
See my website at www.idahotrustee.com