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  "@graph": [
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      "@type": "LocalBusiness",
      "@id": "https://gocontinuity.com/#localbusiness",
      "name": "Continuity Transition Services",
      "url": "https://gocontinuity.com",
      "telephone": "480-631-0700",
      "email": "PLACEHOLDER - ADD BUSINESS EMAIL",
      "address": {
        "@type": "PostalAddress",
        "streetAddress": "1521 W. Citation Lane",
        "addressLocality": "Chandler",
        "addressRegion": "AZ",
        "postalCode": "85224",
        "addressCountry": "US"
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        "@type": "Country",
        "name": "United States"
      },
      "geo": {
        "@type": "GeoCoordinates",
        "latitude": "PLACEHOLDER - ADD LATITUDE",
        "longitude": "PLACEHOLDER - ADD LONGITUDE"
      },
      "founder": {
        "@type": "Person",
        "name": "Curtis Kloc"
      },
      "sameAs": [
        "PLACEHOLDER - ADD GOOGLE BUSINESS PROFILE URL",
        "PLACEHOLDER - ADD SOCIAL PROFILE URLS"
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    {
      "@type": "Service",
      "@id": "https://gocontinuity.com/business-management-consultant/cost-basis-reconciliation/#service",
      "name": "Cost Basis Reconciliation",
      "serviceType": "Business Management Consultant",
      "provider": {
        "@id": "https://gocontinuity.com/#localbusiness"
      },
      "areaServed": {
        "@type": "Country",
        "name": "United States"
      },
      "url": "https://gocontinuity.com/business-management-consultant/cost-basis-reconciliation/",
      "description": "Cost basis reconciliation support for financial advisor transitions, including missing basis follow-up, transferred tax lot tracking, mismatch review, and post-transition cleanup support nationwide."
    },
    {
      "@type": "FAQPage",
      "@id": "https://gocontinuity.com/business-management-consultant/cost-basis-reconciliation/#faq",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "Why does cost basis go missing after an advisor transition?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Cost basis may move on a different timeline than the positions themselves. Source firm processing, custodian data loading, older positions, noncovered assets, partial transfers, and record gaps can all make basis appear late, incomplete, or unclear."
          }
        },
        {
          "@type": "Question",
          "name": "Does missing basis mean the transfer failed?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Not always. A position can transfer successfully while basis data is still pending or being processed. The issue needs tracking so the advisor team knows whether it is a timing issue, a data issue, or something that requires follow-up."
          }
        },
        {
          "@type": "Question",
          "name": "Can Continuity provide tax advice on cost basis?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "No. Continuity does not provide tax advice. Continuity helps organize, track, and surface basis-related operational issues so advisors can coordinate with custodians, tax professionals, compliance teams, and clients as appropriate."
          }
        },
        {
          "@type": "Question",
          "name": "Which assets create the most cost basis cleanup?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Older holdings, noncovered securities, transferred positions with multiple tax lots, inherited assets, direct-held funds, partial transfers, and positions with incomplete historical records often create more basis cleanup work."
          }
        },
        {
          "@type": "Question",
          "name": "How does basis cleanup affect client conversations?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Clients may look at reports and ask why unrealized gains or losses are missing or wrong. When the advisor team has a clear basis tracker, it can explain what is still pending and what is being reviewed with more confidence."
          }
        },
        {
          "@type": "Question",
          "name": "Can basis reconciliation be part of post-transition cleanup?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Yes. Cost basis follow-up is often one of the main post-transition cleanup items. It usually sits beside residual assets, RMD questions, ACH updates, direct business, and transfer exceptions."
          }
        },
        {
          "@type": "Question",
          "name": "How do advisors know when basis cleanup is complete?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Basis cleanup is closer to complete when missing items are tracked, known gaps are reviewed, follow-up is assigned, and the advisor has a clear view of which records are final, pending, or need outside review."
          }
        },
        {
          "@type": "Question",
          "name": "What should we bring to a basis review call?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Bring a high-level view of the transition status, known missing basis items, affected account types, source and destination platforms, and whether clients are already asking questions. Do not send confidential client data through a public form."
          }
        }
      ]
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      "@id": "https://gocontinuity.com/business-management-consultant/cost-basis-reconciliation/#breadcrumb",
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          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://gocontinuity.com/"
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}/* End custom CSS */