Wall Street Concepts
Wall Street Concepts provides
tax information reporting solutions for WHFITs, REMICs, long-term OID bonds, Master Limited Partnerships, mutual funds and REITs to participants in the financial industry. Our services facilitate the production of Forms 1099, 1042S and K-1, as well as the preparation of individual tax returns.
What We Offer
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AMBIR
A service that provides financial services firms with tax information reporting compliance for all mortgage backed securities.
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Compliance Plus
A comprehensive, outsourced service for providing tax-information reporting to the clients of financial services firms.
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Income Reallocation Service
A transaction-based service that assists firms with the correct characterization, for tax reporting purposes, of distribution made by Regulated Investment Companies (RICs) and Real Estate Investment Trusts (REITs).
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Long Term OID Services
A transaction-based service that helps ensure compliance of firms' tax information reporting for non collateralized instruments issued with Original Issue Discount (OID).
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Master Limited Partnership Reporting
A clearinghouse identifying Master Limited Partnerships (MLPs) that collects, consolidates and distributes street-name information on behalf of nominees in compliance with §6031(c).
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Original Issue Discount Calculator
A utility for calculating Original Issue Discount (OID) income, market discount, acquisition premiums, adjusted cost basis and realized gains and losses on fixed-income securities.
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TEFRA Glossary
A database of securities that require special consideration in any tax information reporting system.
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UIT Service
A service for processing Unit Investment Trust (UIT) transactions to produce year-end tax information reporting.
Complementary Services
Brochures & Datasheets
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