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Business Tax Resources

Presentations

  • Executive Briefing: Strategic Tax Planning for Businesses Presentation | November 2011

    Business owners and leaders rely on their tax experts to develop strategies and creative solutions in order to help them increase profits and grow their businesses. The professionals at SVA strive to balance tax compliance, strategies and planning with an integrated approach – maximizing efficiencies and goals while reducing tax liabilities. This webinar provides a number of fundamental models for you to consider when working with your tax planners.
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  • Northern Exposure: Complying with Canadian Tax Laws

    Discover strategies and get objective advice on complying with Canadian tax law. Download this presentation given by Ernest Furt, our LEA firm colleague from Fuller Landau. Included are suggestions for how to set up your business in Canada in order to comply with Canadian legislation (structuring options), how the sales tax system works, how to treat US employees and independent contractors working in Canada for a US entity and how to help clients through the process including trips and traps encountered.
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Documents

  • Applying the 3.8% Healthcare Surtax

    This chart evaluates the application of the 3.8% healthcare surtax, including its impact on and strategies for reducing MAGI and NII, plus a worksheet to help determine if MAGI or NII controls.
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  • Business Consent to Disclose Tax Return Information Form

    Consent is sought to disclose your tax return(s) or other tax information to third parties. Disclosure will be limited to only those persons or parties you designate below, or hereafter provide written authorization of disclosure.
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  • Business Entity Selection Guide

    Download this detailed guide to help evaluate the type of business you should form to start a new business, acquire a new business or expand the business.
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  • Business Plan Outline

    A helpful guide to put together your business plan.
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  • Personal Financial Statement

    A personal financial statement worksheet provided by SVA.
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  • Roth IRA Distribution Flowchart

    This chart provides an overview of the required minimum distribution rules for Roth IRAs as they apply to post-mortem options available.
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  • SVA Records Retention Guide

    Downloadable .pdf file.
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  • SVA Tax Reference Guide

    Downloadable .pdf of the SVA 2014 Tax Reference Guide.
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  • The Healthcare Surtax

    This chart provides a statutory overview of the Healthcare Surtax and its impact on trusts and estates, along with planning considerations for Investment Income and MAGI strategies. It also reviews the Surtax Bubble for 2013 Roth Conversions.
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  • The Personal Exemption Phaseout & PEASE Impact

    This chart evaluates the Personal Exemption Phaseout and the PEASE impact, along with projected tax rates for 2013
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  • The Roth IRA Conversion Decision

    This chart is a summary of the reasons why a client should consider converting to a Roth IRA. It also includes a checklist of actions needed to be taken for a successful Roth IRA conversion.
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  • The Roth IRA Quadrants

    This chart provides a step-by-step explanation of the Roth IRA Distribution Rules. it also illustrates the benefits of naming a trust as beneficiary of a Roth IRA.
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  • Top Ten Ways to Make Tax Filing Easier

    Avoid problems at tax time by taking these ten easy steps to make filing easier. Download this helpful .pdf.
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  • Traditional IRA Distribution Flowchart

    This chart provides an overview of the required minimum distribution rules and the post-mortem options available.
    Download

Websites

  • Kelly Blue Book

    Blue book trade-in, retail and private sale values for automobiles.

    Visit this website

  • Social Security Benefit Calculators

    The Retirement Estimator produces estimates that are based on your actual Social Security earnings record.

    Visit this website

  • SVA Web Tax Guide

    Visit this website