Wolters Kluwer Financial Services | Wolters Kluwer
  • FRTB: Viewing Market Risk in a New Light
    FRTB: Viewing Market Risk in a New Light
  • Integrating finance, risk and regulatory reporting
    Integrating finance risk and regulatory reporting through comprehensive data management
  • operation Hope
    Recognized by Operation HOPE for Long Standing Partnership on Financial Literacy

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

IRA Reporting: Excess Contributions and Recharacterizations - Tax Year “During Which” vs. Tax Year “For Which”

(Published February 20, 2019) Reporting certain distributions from individual retirement accounts (IRAs) can be confusing. This article will examine how to report the removal of an IRA excess contribution, and a recharacterization distribution, both of which from a reporting standpoint are dependent on the year of the original deposit vs. the year of distribution.

Health Savings Accounts: Correcting Mistaken Employer Contributions Further Explained by IRS

(Published February 19, 2019) On December 28, 2018 the Internal Revenue Service (IRS) released Information Letter 2018-0033 detailing specific situations of when an employer has a right to ask a Health Savings Account (HSA) custodian/trustee for the return of its mistaken HSA contributions. The scenarios described in the Information Letter are in addition to those described in IRS Notice 2008-59, Q&As 23 and 24.

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FATF evaluation underlines AML and CTF urgency for Chinese banks
 

FATF evaluation underlines AML / CTF urgency for Chinese banks

 
 
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IFRS 16 Leases: A fresh challenge with a familiar solution
 

Reframing a fresh challenge with a familiar solution – IFRS 16

 
 
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Regulators to the rescue? MAS and the drive to ease the data reporting burden
 

Regulators to the rescue? MAS and the drive to ease the data reporting burden

 
 
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