Whatever your needs are, we have the solution.
Services
Wolters Kluwer provides subscribers toll-free consulting services as well as on-site compliance audits to ensure your financial organization is operating compliantly and at maximum efficiency.
Training
Training options consist of single session
access for 14 days, 24/7 access to pre-recorded training sessions for
12 months, and single or multiple day onsite tailored training.
IRA Library
Available in both a paper format and electronic book solution the IRA Library provides technical and operational information that supports your plans.
Documents
A comprehensive suite of documents available in multiple delivery options that will support your tax-advantaged accounts program.
Expert Insights
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ArticleComplianceTax & AccountingDecember 16, 2024
IRA excess contributions: Tax implication and reporting changes
An IRA contribution that is not eligible generally results in an excess contribution. To avoid potential penalties the contribution amount and earnings must be removed timely. This article reviews some recent changes to the excess contribution rules. -
ArticleComplianceTax & AccountingDecember 16, 2024
IRAs, HSAs, and CESAs: Year-end reporting
Tax reporting is one of the primary responsibilities of an IRA, HSA, or CESA custodian, or trustee. This article primarily focuses on 2024 year-end distribution reporting for these types of tax-advantaged accounts. -
ArticleComplianceTax & AccountingDecember 12, 2024
Individual Retirement Accounts: RMD notice deadline approaching
The tax law requires IRA custodians and trustees to provide IRA owners and the IRS with an annual required minimum distribution notice. This article provides the detail necessary to ensure an IRA custodian or trustee fulfills its requirements. -
ArticleComplianceTax & AccountingNovember 25, 2024
Tax relief for Montana residents of the Crow Tribe impacted by severe storms and straight-line winds: IRA and HSA deadlines postponed
Due to significant severe storms that took place in Montana in August impacting the Crow Tribe, the Internal Revenue Service has announced that affected taxpayers will receive tax relief. Certain IRA and HSA deadlines are extended.
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