Tax Advantaged Accounts

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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.

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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.

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IRA Library

Available in both a paper format and electronic book solution the IRA Library provides technical and operational information that supports your plans.

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Documents

A comprehensive suite of documents available in multiple delivery options that will support your tax-advantaged accounts program.

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Expert Insights

Article

Compliance

Tax & Accounting

September 17, 2021

Recharacterizing 2020 IRA regular contributions: October 15 deadline fast approaching

An IRA owner, through recharacterization, can treat a contribution made to one type of IRA (i.e., traditional or Roth) as having been made to the other type of IRA. The deadline to recharacterize 2020 IRA regular contributions is fast approaching.

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Article

Compliance

Tax & Accounting

September 16, 2021

IRS announces tax relief for North Carolina victims of Tropical Storm Fred remnants: IRA and HSA deadlines postponed

The IRS has granted tax relief to North Carolina victims of Tropical Storm Fred remnants. As a result, certain tax deadlines are postponed.

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Article

Compliance

Tax & Accounting

September 16, 2021

IRS announces tax relief for Pennsylvania victims of Hurricane Ida: IRA and HSA deadlines postponed

The IRS has granted tax relief to Pennsylvania victims of Hurricane Ida. As a result, certain tax deadlines are postponed.

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Article

Compliance

Tax & Accounting

September 14, 2021

IRS announces tax relief for New Jersey victims of Hurricane Ida remnants: IRA and HSA deadlines postponed

The IRS has granted tax relief to New Jersey victims of Hurricane Ida remnants. As a result, certain tax deadlines are postponed.

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Listen to Banking Compliance Insights

Podcast
ComplianceMay 06, 2021
Episode 19: Electronic Lending and Participation in the Secondary Market
By:Samir AgarwalSpencer Mierzejewski
In this podcast episode our experts Samir Agarwal, and Spencer Mierzejewski offer guidance on how vital digital capabilities are in the origination process and its effects on the downstream need to participate in the secondary market.
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Podcast
ComplianceFinanceMarch 16, 2021
Episode 18: Consumer compliance: Shift priorities to follow changes in regulatory oversight trends
By:Samir AgarwalTimothy Burniston
In this podcast, Samir Agarwal is joined by Tim Burniston to offer guidance on fortifying compliance measures to prepare for the residual consumer impact of the pandemic, leadership changes in DC, and an anticipated increase in regulatory change.
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Podcast
ComplianceFebruary 04, 2021
Episode 17: The SECURE Act and its impact on IRAs and IRA custodians/trustees
By:Samir AgarwalMichael Schiller
This podcast goes over how current rules, including the SECURE Act and the CARES Act, impact IRAs. As the baby boomers reach retirement age, small banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees.
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Podcast
ComplianceJanuary 21, 2021
Episode 16: Elder financial exploitation: What you need to know
By:Samir Agarwal
This podcast you’ll hear the latest regulatory guidance, best practices to help identify financial abuse, and find out what steps you can take to help slow the growth of elder financial exploitation.
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Podcast
ComplianceJanuary 13, 2021
Episode 15: Lending to military service members
By:Samir Agarwal
Is your financial institution missing an opportunity to serve the community and serve soldiers? Listen to the podcast now.
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Podcast
ComplianceDecember 01, 2020
Episode 14: And SOFR something completely different
By:Samir AgarwalAndy Dunn
From LIBOR to SOFR | What index will you select? We are here to help you choose. Wolters Kluwer’s latest podcast focuses on the end of the LIBOR and the industry’s switch to the SOFR index.
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Podcast
ComplianceNovember 13, 2020
Episode 13: OCC clears the way: Banks allowed to hold cryptocurrencies
By:Samir AgarwalMark White
What do we need to know about the regulatory requirements for the Office of the Comptroller of the Currency's (OCC) letter? Find out more in this podcast.
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Solution Suite
ComplianceFinance
Tax Advantaged Accounts
The tax-advantaged accounts solutions that Wolters Kluwer offers makes managing your individual retirement account (IRA), Health Savings Account (HSA), Coverdell Education Savings Account (CESA), and other tax-advantaged accounts programs a breeze.
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Podcast
ComplianceTax & AccountingOctober 22, 2020
Episode 12: Update and current status of IRAs: What has changed and what you need to know
By:Samir AgarwalMichael Schiller
In this podcast, our experts discuss how current rules, including the SECURE Act and CARES Act, impact IRAs. As baby boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees.
Learn More
Podcast
ComplianceOctober 15, 2020
Episode 11: Banking on the way people change with M&F Bank NC
By:Samir Agarwal
This podcast offers practical suggestions for ways financial institutions can overcome challenges, create opportunities, and navigate regulatory change requirements brought about by the pandemic.
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Podcast
ComplianceOctober 08, 2020
Episode 10: Banking operations: Adapting to find opportunities
By:Samir AgarwalJim Wrbanek
This podcast offers practical insights into how banks have successfully adapted operations in the new normal and highlight successful practices that are becoming part of permanent banking strategies.
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Podcast
ComplianceSeptember 24, 2020
Episode 9: Working through COVID-19, overcoming challenges and creating opportunities
By:Samir Agarwal
It’s been several months since COVID-19 disrupted virtually every business we know. In this podcast, our guest discusses how Univest successfully adapted operations during this unprecedented and difficult time
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Podcast
ComplianceSeptember 10, 2020
Episode 8: Regulatory change management: Navigating the pandemic, politics, and policy
By:Samir AgarwalElaine Duffus
This podcast focuses on how to approach your regulatory change management process, whether automated or manual. Our experts also address the challenges financial institutions are facing as they keep pace with regulatory change during the pandemic.
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Podcast
ComplianceAugust 21, 2020
Episode 6: Fraud opportunists, six feet away and closer than ever
By:Samir Agarwal
In this podcast, our experts discuss trends that are creating opportunities for fraudsters (including a few driven by the pandemic), regulatory oversight measures, and strategies for shoring up fraud prevention programs.
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Podcast
ComplianceAugust 11, 2020
Episode 5: Loss mitigation: Operational challenges in a pandemic environment
By:Samir AgarwalChris Zimmerman
In this podcast, Chris Zimmerman, a product manager for servicing technology solutions takes a deep dive into what to expect at the end of allowable forbearance periods required under the CARES Act.
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Redirect
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Podcast
ComplianceJuly 16, 2020
Episode 3: A lender’s guide to forgiveness
By:Neal DohertySamir Agarwal
The Small Business Administration (SBA) has started processing PPP loan forgiveness. In this podcast, Samir Agarwal interviews Neal Doherty on the mechanics of forgiveness, including preparing borrowers and managing expectations post-forgiveness.
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Podcast
ComplianceJune 18, 2020
Episode 2: PPP legislative updates that impact 1502 filings and procedures for submission
By:Samir Agarwal
In this two-part podcast series our speakers dig deeper into the process for submitting 1502 filings and tracking payments. Special topics discussed include: impact of cancellations, partial forgiveness and servicing on 1502 filings.
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Podcast
ComplianceJune 11, 2020
Episode 1: Ongoing 1502 filing requirements and common errors to avoid
By:Samir Agarwal
In this two-part podcast series, our speakers provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into 1502 filings, including servicing, cancellations and delinquencies.
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Tax Advantaged Accounts

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