Strategic partners

CBA Strategic Partner Wolters Kluwer Financial Services Offers Complimentary Compliance Webinar
IRA presentation also available

CBA endorsed strategic partner, Wolters Kluwer Financial Services, invites you to attend its complimentary 90-minute compliance webinar at 11:00 a.m. PST on October 30.

From lending to mortgage to IRA/deposit to financial intelligence, ensure your compliance staff is abreast of the regulatory landscape and its impact on your organization during this webinar.

Click here to register. 

Wolters Kluwer also invites you to view it’s presentation on recent IRA changes. As a result of the Bobrow v. Commissioner Tax Court case in which an individual was denied the tax-free rollover treatment of distributions from multiple individual retirement accounts (IRA) taken during the same one-year period and the subsequent IRS announcement in the Federal Register that it has withdrawn the 1981 proposed regulation that allowed one rollover per IRA per year, Wolters Kluwer is providing a free, on-demand training that will help explain this change, its impact to you and your customers, and our recommended actions.

For more information, contact Anna Rodriguez, CBA’s SVP of strategic partnerships at (916) 438-4448 or arodriguez@calbankers.com

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