Securities Transfer Guide

 
A valuable, comprehensive resource for stock transfer professionals

Under an agreement between the SSA and Wolters Kluwer Law and Business, a division of CCH Incorporated, SSA Members can receive a 14% discount on the Securities Transfer Guide (Internet or Loose-leaf format) with their new or renewal subscription.

To claim the discounted subscription rate, SSA Members can contact a WKLB sales or customer service representative and specify that they are a SSA Member, or complete and submit via mail a SSA Member Order Form, available through the "SSA-CCH Member New Subscription Order Form" link, below.

Special Discount Offer for SSA Members!

The CCH Securities Transfer Guide provides practical guidance on the registration requirements and tax implications of stock transfers, including matters of state law, federal regulation and taxation in federal, state and foreign jurisdictions. Confidently address all the issues that affect your holders or clients by consulting the laws, regulations, cases, rulings and procedures covered in this extensively updated and revised reference guide. By subscribing you can:

• Receive monthly updates on laws, regulations, and cases affecting the securities transfer industry
• Access the only source for all federal and state securities transfer requirements
• Stay current with estate tax provisions affecting securities transfer
• Use checklists and charts to track constantly changing requirements for transferring stock, including small estates, powers of fiduciaries, age of majority, escheat laws, estate and inheritance tax waiver requirements, and more
• Review expert analysis and the full text of uniform laws governing securities transfers, including local modifications
• Find information on transfer agents, corporations and state tax officials

Some of the Benefits

• Maintain compliance with all federal and uniform laws
• Get a full text of the law, including official comment, for a complete picture of each uniform law.
• State-specific local modifications
• Chart of state enactments
• All the uniform laws affecting securities transfer.
• Text of state laws concerning the transfer of securities and other intangible property in estates and trusts, allowing research of provisions of all 50 states in one handy reference.
• The Guide explains statutory provisions concerning securities transfer in an easy-to-follow question and answer format, including information on small estates provisions, inheritance tax waivers, powers of fiduciaries, and much more.
• The Securities Transfer Guide selects relevant provisions and conveniently organizes them by state, so you can quickly find the information you need, with monthly updates.

Summary of Contents

Federal/Uniform Laws - (All uniform laws provide state-specific local modifications), State Provisions and various helpful Charts and Directories.

Special Discount Offer for SSA Members! SSA Members receive a 14% discount off regular one-year subscription prices for your choice of either Internet or Print formats.

Internet (comes with 2 id's*) - Regular Price $1,727. SSA Price $1,485 Print - Print Version - Regular Price $1,674. SSA Price $1,441

*Additional id's available for an extra charge.

Click here for the SSA Discount Order Form.