A method involving at least in partial utilization a programmedcomputer for verifying tax losses with proper documentation to substantiatethe loss acceptable to tax authorities. In one embodiment, crystallization fora financial loss from orphaned capital is achieved by determining with theprogrammed computer the existence of orphaned capital within aninvestment portfolio and the type of the orphaned capital, The ownerinformation is determined and subsequently a purchase and sale agreementbetween the owner and a clearing entity is effected at a predeterminedselling price. The orphaned capital is then sold and documentationevidencing sale and transfer of the orphaned capital is issued to the ownerfor crystallization of said financial loss.
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