Proven tax and withholding solutions you can trust

Wolters Kluwer’s Capital Changes 302 Alert helps to minimize risk by providing important data points related to Sec. 301 dividend payments reported in Capital Changes Corporate Actions Daily , as well as payments to which Sections 302 and 304 may apply for individual shareholders. Subscribers receive advance notifications of corporate actions that may have a Section 302 or other dividend component.
Key product features:
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Provides early notice, prior to effective date, to facilitate tax planning
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Provides data viewable in a simple dashboard that features key information such as relevant dates, fair market values, and shares outstanding before and after a Section 302 event
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Includes company FIRPTA and USRPHC status
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Allows for easy searching and sorting with the dashboard, and search results may be exported to Excel and XML
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Covers all listed and publicly traded companies on U.S. stock exchanges, including the New York Stock Exchange, the American Stock Exchange, NASDAQ, and Over-the-Counter (OTC)
302 Alert
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Capital Changes 302 Alert
Capital Changes 302 Alert
The industry’s standard for corporate action tax analysis. Accurately determine how and when Sections 301 and 302 apply to redemptions and other corporate actions.
PRODUCT SHEET

Capital Changes 302 Alert

Proven tax and withholding solutions you can trust
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Section 302 affects taxability and can result in different tax compliance challenges for different shareholders. Many firms struggle with the complexity of determining how and when Section 302 applies to redemptions and other corporate actions. It is vital to correctly identify corporate actions that can potentially result in taxable dividends to shareholders.

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