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  "headline": "Why Cost Basis Goes Missing After an Advisor Transition",
  "description": "Learn why cost basis may lag, transfer incorrectly, or require post-move cleanup — especially for taxable accounts, inherited assets, and legacy positions.",
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  "author": {
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    "name": "Curtis Kloc",
    "jobTitle": "Owner",
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      "name": "Continuity"
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  "datePublished": "2026-05-28",
  "dateModified": "2026-05-28",
  "articleSection": [
    "Advisor Transitions",
    "Cost Basis Cleanup",
    "Operational Transition Execution"
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