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solution

CCH Axcess

The tax firm solution in the cloud

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  • Clinical Calculations Made Easy: Solving Problems Using Dimensional Analysis, 7th Edition book cover
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Our new clients are coming to us specifically because they want to ditch the old traditional model and go virtual.
Thomas Johnson
John Hugosson
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IRA Type IRS Code Reason
Traditional Code 1, Early Distribution, No Known Exception IRA owner is younger than age 59½ and does not provide proof of disability, or financial organization policy*
Traditional Code 3, Disability IRA owner is younger than age 59½ and certifies his/her disability by signing a distribution form, and/or provides proof of disability

Roth

 Code J IRA owner is younger than age 59½ and does not provide proof of disability, or financial organization policy*
Roth Code T

IRA owner certifies his/her disability by signing a distribution form, and/or provides proof of disability, however has not met the five-year holding period in <p> tags.
Roth Code Q IRA owner certifies his/her disability by signing a distribution form, and/or provides proof of disability and has met the five-year holding period

January

9

Webinar
Finance
5 common mistakes finance teams make when evaluating EPM software
January 09, 2025 at 1:30-2 pm EST
Online

Get ahead of the curve and find a stress-free EPM software in 2025. Learn how to choose the right tools to drive growth for your organization.

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The Rising Risk of Business Identity Theft: Why Formal Entity Dissolution and Withdrawal is a Critically Important Safeguard

Compliance

Governance, Risk & Compliance (GRC) provides legal and banking professionals with a broad range of solutions to ensure compliance with ever-changing regulatory and legal obligations, manage risk, increase efficiency, and produce better business outcomes.

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Finance

Wolters Kluwer continues to provide the Princess Máxima Center for Pediatric Oncology with deep domain expertise in healthcare by offering expert solutions.

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solution

CCH Axcess

The tax firm solution in the cloud

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Steve Meirink
Steven Meirink
CEO Wolters Kluwer Financial & Corporate Compliance
Steven Meirink is the CEO of Wolters Kluwer Financial & Corporate Compliance (FCC), which provides lending, regulatory and investment compliance solutions to financial institutions and legal entity compliance solutions to corporations, small businesses, and law firms. This portfolio of FCC solutions helps financial services and legal professionals maintain ongoing compliance requirements, allowing customers to make an impact for businesses and consumers in their communities.
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Atul Dubey, Chief Strategy Officer
Atul Dubey
Chief Strategy Officer
Atul Dubey joined Wolters Kluwer per July 2016 as Senior Vice President, Global Strategy. In this position Mr. Dubey leads the strategy development processes, evaluate new markets, and identify potential growth opportunities of the company.
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