Wolters Kluwer Financial Services | Wolters Kluwer
  • Seizing on stress testing’s strategic potential
    Seizing on stress testing’s strategic potential
  • Interest Rate Risk in the Banking Book: From challenge to opportunity
    Interest Rate Risk in the Banking Book: from Challenge to Opportunity
  • CECL Buyers Guide – Manage Data & Expectations
    CECL Buyers Guide – Manage Data & Expectations

What we offer

Risk Solutions

Our risk management solutions were created solely for financial services and deliver the processes, best practices, regulatory intelligence, and analytics required by this highly regulated industry.

Compliance Solutions

Our compliance management solutions enable organizations to balance the mounting regulatory and risk management obligations with improving business performance.

Finance Solutions

Our finance solutions deliver the processes, best practices, regulatory intelligence, and analytics required by this highly regulated industry.

Audit Solutions

Our audit solutions empower audit departments of all sizes to more efficiently manage the audit process, spending less time documenting and reviewing and more time providing value-added services.

Explore Insights

Individual Retirement Accounts: Who Takes Decedent’s Year of Death Required Minimum Distribution?

(Published December 14, 2017) Starting with an individual retirement account (IRA) owner’s age 70½ year, and each year thereafter, the IRA owner has an amount that must be taken in order to satisfy the required minimum distribution (RMD) rules. In the case of an IRA owner’s death after his/her required beginning date, if he/she did not fully satisfy his/her RMD prior to death, it must still be taken, but who takes it?

IRAs, HSAs, and CESAs: Year-End Reporting

(Published December 14, 2017) Tax reporting is one of the primary responsibilities of an individual retirement account, Health Savings Account, or Coverdell Education Savings Account custodian or trustee. This article will focus on year-end reporting for these types of tax advantaged accounts and look at “What’s New” for 2017 reporting.

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Revisions-of-CRD-IV-and-CRR
 

Just when you thought it was safe to go back into the water...Revisions of CRD IV and CRR

 
 
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HMDA at the Crossroads
 

Did you miss us at the HMDA Crossroads? There's still time to join the journey with Wolters Kluwer ‒ watch our previously recorded webinars and join us in December for the Final Pit Stop!

 
 
Senior Managers Regime White Paper
 

Senior Managers Regime: Paving the Way for a New Era of Responsibility

 
 
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