Separating Sara Lee—Deciphering the Taxation of this Highly Complex Spin-Off
Sponsor: Wolters Kluwer Financial Services
Date: September 12, 2012 02:00PM
In the world of corporate actions, the recent Sara Lee spin-off has been, by far, one of the most complex and daunting in years. Correctly deciphering the tax consequences of this event was a monumental task. Analyzing the taxability of corporate actions is further complicated this year by the need under the cost basis law for brokers to accurately factor in new IRS Form 8937 tax details to avoid significant penalties.
Please join us on Wednesday, September 12, at 2PM EST/11AM PST for a web seminar at which Wolters Kluwer Financial Services’ Capital Changes corporate actions experts John Kareken, JD, Tax and Regulatory Analyst, and Jon Mosier, Corporate Actions Tax Analyst, will help decipher this spin-off and the resulting tax consequences, including the impact of IRS Form 8937.
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