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Wednesday, February 03, 2010

Wednesday, 3-Feb-2010

1) Boss said I misinformed a client on handling cost basis. She basically told the client it was okay to use the 12/31/xx price of the year the heir died when calculating cost basis.

2) Boss wanted me to call up S&P Publication to request a periodical that was produced in 1991!





Monday, 1-Feb-2010

Boss is in Tuscon, AZ today and tomorrow.

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