Beatriz Castaneda

Vice President, Client Tax Reporting & Cost Basis Operations, Charles Schwab

Beatriz Castaneda is Charles Schwab’s Vice President of Client Tax Reporting & Cost Basis Operations. Her responsibilities include information and withholding reporting to all clients, the IRS and State regulatory agencies. She is responsible for ensuring the firm correctly implements information reporting requirements for all new tax and cost basis legislation and regulations. During her 17 year tenure with Schwab, Ms. Castaneda has held a variety of positions in Client Tax Reporting, Cost Basis and Operational Hotline Service. She is an active member on Industry Committees and previously served a term on the IRS Information Reporting Program Advisory Committee (IRPAC).