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News & Events

Press Releases

2/15/2012 G2 FinTech Publishes Groundbreaking Straddles White Paper
10/19/11 G2 FinTech Adds Qualified Dividend Functionality to TaxGopher®
8/24/11 G2 Systems Publishes White Paper on Prospective Wash Sales
7/18/11 G2 Systems Publishes Mutual Fund White Paper on Wash Sale Reporting
4/11/11 G2 Systems Upgrades Wash Sale Tax Analysis Product
3/16/11 G2 Systems Opens London Office
9/20/10 G2 Systems Announces Global ‘Smart-Sourcing’ of Geneva® Services with Leading IT Consulting Firm GFT
6/21/10 G2 Systems Adds New Functionality to its Leading Tax Analysis Tool TaxGopher® to Identify Constructive Sales and Report Taxable Gains.
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Media Articles

2/17/12 BobsGuide highlights G2’s most recent press release G2 FinTech Publishes Groundbreaking Straddles White Paper: Tax Implications of Straddles. To read this and other white papers, please visit please visit G2’s Cost Basis Advisory Page.
2/17/12 G2’s latest white paper, Tax Implications of Straddles, is featured in TabbFORUM. If you are not a TabbFORUM subscriber, please visit G2’s Cost Basis Advisory Page to read this and other white papers.
2/7/2012 “The IRS says even if you turn in those 1099-B forms that are solely TARP compliant, that does not let you off the hook for tax evasion. Just like Al Capone, you could find yourself in federal prison,’ says George Michaels in New Headaches for the Tax Season, featured in FTF News.
2/1/2012 FTF News features our blog: The Reconciliation Trifecta: Workflow Efficiency, Wash Sale Reporting Accuracy and Cost Basis Compliance. If you are not an FTF News subscriber, you can read our Tax & Compliance Blog.
1/25/2012 “Investment Managers and Hedge Funds must prioritize their action plans for Cost Basis Reporting, Form PF and FACTA. The alternative is to pay a heavy price,’ writes George Michaels in Hedge Fund Tax Headaches and How to Avoid Them featured in TabbFORUM.
Click here for previous coverage

Events & Panel Discussions

10/11/11 BNP Third Annual CFO/COO Hedge Fund Summit
The Plaza Hotel - New York, NY
George Michaels spoke at the Changing Trends in Hedge Fund Technology discussion.
9/12-14/11 Advent Connect: Boston 2011
Hynes Convention Center - Boston, MA
Our clients visited us at our booth (#22) and George Michaels participated in the Coping with New Regulations: Form PF, FACTA, Cost Basis... panel.
5/23-25/11 Advent Connect: Barcelona 2011
Hotel Rey Juan Carlos I - Barcelona, Spain
We enjoyed catching up with clients at booth #2.

White Papers, Blog & Articles

To read our Cost Basis White Papers, go to G2’s Cost Basis Advisory Page. This practical resource addresses real-world cost basis challenges for the tax and accounting community.
Read our comments on the tax code, regulatory mandates and securities trading in our Tax & Compliance Blog.
Tax Reform and Compliance Reporting Cause a Stir for the Alternative Investment Community: Cost Basis Reporting, Form PF and FACTA by George Michaels, discusses the need for investment managers and hedge funds to have a clear and actionable plan in place in order to comply with the complex issues these requirements present. 1/20/12
One Size Doesn’t Fit All Hedge Funds by Brian Roberti, director, sales and marketing, examines how to mitigate the risks faced by hedge fund managers when selecting a business-critical system. 6/9/11
Requiem for Paper Information Statements by Rutgers University Business School professor Jay A. Soled with assistance from Prof. Joseph Bankman, tax historian Joseph J. Thorndike, and computer specialist George Michaels. Originally published in Tax Analysts. Thoughtful review of the role of paper information statements and their retirement in favor of electronic media. 8/9/10

Commentaries & Videos

Commentary: George Michaels offers a simple, yet powerful approach (Michaels Metric) to enforcing the proposed Volcker Rule. Read the commentary letter we sent to Washington. 1/24/12
Hot Tax Issues for 2012, a TabbFORUM video, features George Michaels discussing the different options hedge funds have to comply with more aggressive IRS tax code.
A Global Custodian video made at SIFMA, June 2011, features Brian Roberti and spotlights G2.
Watch a TabbFORUM video and learn what George Michaels says about tax compliance and hedge funds.
Check out George Michaels in this TabbFORUM video and hear what he says about the new ways hedge funds are examining portfolio risk.
Watch a video of George Michaels talking about his deep experience with Geneva's thorough instrument cover on Advent's website.