Search Results: cost-basis-tracking

Found 2 Skills

Security & Compliancejoellewis/finance_skills

account-maintenance

Account maintenance operations: address changes, beneficiary updates, re-registration, cost basis management, account restrictions, standing instructions, and lifecycle changes.

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Security & Complianceagiprolabs/claude-trading...

regulatory-reporting

[STUB] Regulatory report generation including IRS Form 8949, Schedule D, FinCEN FBAR, and state-specific crypto reporting requirements

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