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
-
ArticleComplianceTax & AccountingJune 05, 2026
Tax relief for victims of Southeast Georgia wildfires: IRA and HSA deadlines postponed
Due to destruction caused by wildfires that took place in parts of Southeast Georgia beginning April 18, 2026, the IRS has announced that affected taxpayers will receive tax relief. As a result, certain IRA and HSA deadlines are extended. -
ArticleComplianceTax & AccountingJune 05, 2026
Health Savings Accounts: 2027 cost-of-living adjustments
At the end of May, the Internal Revenue Service released the 2027 Health Savings Accounts COLAs. Contribution limits and amounts that determine whether a health plan is an HSA-eligible high-deductible health plan will again increase. -
ArticleComplianceTax & AccountingJune 05, 2026
Qualified Charitable Distributions (QCDs): Form 1099 R reporting requirements (2026 Update)
IRA custodians report Qualified Charitable Distributions on Form 1099 R using Code Y in Box 7. The distribution must be paid directly from the IRA to an eligible charity and meet all IRS QCD requirements. -
ArticleComplianceTax & AccountingMay 06, 2026
Tax relief for residents of the Commonwealth of the Northern Mariana Islands affected by Super Typhoon Sinlaku: IRA and HSA deadlines postponed
Due to damage from Super Typhoon Sinlaku beginning April 11, 2026, in the Commonwealth of the Northern Mariana Islands, the IRS announced tax relief, extending certain IRA and HSA deadlines.
Request more information