Three Seniors on Winning Team Beat S&P 500 by 6.5% AND Do Better than 65% of Large Cap Fund Managers
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Out of 345 participating teams from the state of Arizona, the winning team from Carl Hayden High School took 7th place. Comprised of three girls (Ann Bueno, Marisol Jimenez and Maria Reyes Santiago), the Carl Hayden winning team diversified their investments[…]

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MARKETWATCH…By now you should have received your amended or revised 1099s from your brokerages and investment houses. I hope (unless yours is really simple) you haven’t filed your tax return yet. Why?  The original 1099s are issued purely to[…]

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USA TODAY -Corporate spinoffs are raging back to Wall Street. And that’s about to give some investors a headache at tax time. Spinoffs are corporate maneuvers where a company separates a part of its business, employees and management team into a[…]

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NEW YORK TIMES….Until recently, the tax man rarely held you accountable for how much you profited — or lost — when you sold stocks or mutual funds. Instead, reporting those numbers on your tax return was generally based on the honor system:[…]

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Making Financial Literacy Fun for Kids
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To help promote financial literacy and the importance of investing for the future, NetWorth Services CEO Nico Willis visited Carl Hayden High School in Phoenix to launch a nine-week virtual Stock Market Game for members of the school’s senior class.[…]

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Phoenix, Feb. 26, 2013 – The Telly Awards has named NetWorth Services as a Bronze winner in the 34th Annual Telly Awards for the company’s piece titled “Investment Tax Management Professional-Portfolio Management Program.” The NetWorth Services[…]

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PHOENIX, February 19, 2013 – Sales and revenue were up about 150 percent at Phoenix-based NetWorth Services in 2012 and are expected to more than double in 2013. “We expect our growth in 2013 to be driven by the addition of larger accounts, specifically[…]

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NetWorth Services has introduced a powerful new web application that will allow financial planners and advisors to easily manage their clients’ entire portfolio online. It is called ePortfolio Manager, and it is the only aggregator that supports[…]

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As tax season approaches, a reporter from CPA Advisor Magazine sat down with President and CEO of NetWorth Services, Mr. Nico Willis to talk about the importance of the new legislation, cost basis verification and how to prepare for what could be another[…]

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San Francisco – – NetWorth Services received the distinct honor of winning top prizes in four separate categories Monday night at the American Business Awards, also known as the Stevie Awards.  The 2012 awards banquet ceremony was held at[…]

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Mr. Nico Willis, President and CEO of NetWorth Services, was featured on “Unlock Your Wealth Radio” with Heather Wagenhals.  His 40 minute interview was part of the “Declare Your Financial Freedom” July 4thweek celebration.   Mr. Willis discusses[…]

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NetWorth Services President and CEO Nico Willis was recently featured in www.AccountingToday.com as a leading expert on the new cost basis reporting procedures. In a new report published exclusively and independently for NetWorth by leading research firm[…]

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What could make hump day a little brighter this tax season?  How about a free cost basis calculation? With the new tax laws regarding cost basis, investors are scrambling to determine the correct calculations to avoid stiff penalties the IRS could levy[…]

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We’ve got you covered! You’ve heard that the saying that the only sure things in life are death and taxes, but for Netbasis users, that should be amended to death and accurate taxes. The company, known as the industry leader for cost basis calculations,[…]

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Figuring cost basis is crucial to not overpaying taxes Date: 3/15/212 Author: Matt Krantz “Netbasis, available at netbasis.com, is a Web-based tool that helps investors find the cost basis on investments. This tool also requires you to have some[…]

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In this short, five post series, we will break down the Top 5 issues of the new cost basis legislation that can impact taxpayers and investors; how investors can navigate each to avoid penalties, as well as how to minimize your capital gains tax responsibility.[…]

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With tax season upon us and some major legislation changes in affect this year, we thought we would put something together that not only explains a little bit about what’s actually going on, but also does so with humor.  So, enjoy the Cost Basis[…]

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New Rule Puts a Wrinkle in Figuring Taxes on Stock Sales Date: 2/13/2012 Author: Matt Krantz “For instance, TD Ameritrade, a large broker, is opting to report the cost basis on many ETFs, but not all, says the company’s Becky Groves. “There’s[…]

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Cost Basis Reporting- How it Affects Your Taxes Date: 2/1/2012 Author: Miranda Marquit “…both allow you to put information about how many shares you bought, and when you bought them, these services can help you figure out the cost basis.  You[…]

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Cost Basis FAQ Date: 1/24/2012 Autor: William Baldwin “If you can narrow the start date to a range, you could give the tax collector the benefit of the doubt and use the low price for the period. A somewhat more aggressive stance is to use the average[…]

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