Understanding Corporate Actions

We help users research and understand corporate actions by explaining the structure and tax consequences of corporate actions. Our product includes historical basis adjustments necessary to update shareholder accounts and information necessary to determine gain or loss on taxable transactions.

Many corporate actions are complex and difficult to understand. With an estimated one million corporate actions taking place around the world each year, the possibility to overlook or to inaccurately book a transaction is enormous.  To minimize the risk of error, leading firms in the financial industry have relied on Capital Changes for over 65 years to ensure they properly track corporate actions and understand their tax consequences and impact on portfolios.