Morgan Stanley - Corporate Actions Tax Reporting -
Ryan Cohn
Get Started NowI'm extremely well versed in negotiations as well as data analytics, time management, and professional development in a team oriented environment.
I'm extremely well versed in negotiations as well as data analytics, time management, and professional development in a team oriented environment.
Ryan’s Work Experience
- -Morgan Stanley , Corporate Actions Tax Associate
-Provide tax analysis of structured products, corporate mergers, stock distributions and complex corporate actions
-Provide analysis related to NRA tax withholding issues including IRC section 302 for Prime Brokerage, Private Wealth Management and financial advisors in order to remain in compliance with IRS withholding and Deposits
-Coordinate with Income Processing, Corporate Actions and Gain and Loss departments to ensure correct processing of corporate actions, dividend and interest distributions, fair market valuations of taxable mergers and stock distributions for year end tax reporting and cost basis reporting.
-Review and correct year end Form 1099 documents to ensure accurate reporting to clients and the IRS
-Create and manage department web pages providing important communications to financial advisors on tax issues.
-Review and respond to inquiries from Prime Brokerage, Private Wealth Management and financial advisers on Form 1099 reporting.
-Coordinate with stock record group to ensure proper set up of structured products and derivatives for year-end Form 1099 and 1042-S reporting.
-Provide analysis to Prime Brokerage, Private Wealth Management and financial advisers on cost basis reporting issues.