Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2001-04-27
2009-10-20
Kramer, James (Department: 3693)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000, C705S037000
Reexamination Certificate
active
07606753
ABSTRACT:
A computer-implemented method and apparatus for determining a cost basis associated with a plurality of shares of a security. In response to information identifying an issuer, the purchase date and the sale date, a list of capital events that occurred in connection with the security between the purchase date and sale date is retrieved from a database. One or more shares held adjustment ratios are then retrieved from a database. Each of the shares held adjustment ratios corresponds to one of the capital events that occurred in connection with the security between the purchase date and the sale date. A current cost basis associated with the security may then be determined in accordance with the one or more cost adjustment ratios and the purchase price per share of the security.
REFERENCES:
patent: 7031937 (2006-04-01), Brown et al.
IRS Publication 564, Mutual Fund Distributions (Department of the Treasury, Internal Revenue Service), 1998, www.irs.ustreas.gov.
Taming Your Trading Taxes, Business Week Online, http:www.businessweek.com/magazine, Apr. 2001.
GainsKeeper—Making Investing & Capital Gains Reporting Easy!, Frequently Asked Question (www.gainskeeper.com of Mar. 3, 2003 and links circa 1999, found on www.archive.org, on Aug. 19, 2007), pp. 1-4.
Muggli Laura
Willis Nicco
Greimel Jocelyn
Kramer James
Networth Services, Inc.
The Noblitt Group PLLC
LandOfFree
Computer-implemented method and apparatus for adjusting the... does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with Computer-implemented method and apparatus for adjusting the..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Computer-implemented method and apparatus for adjusting the... will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-4058433