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Personal Tax Resources and Helpful Information

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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  • Individual Consent to Disclose Tax Return Information Form

    Download the consent form here.
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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.
    Download

  • SVA Tax Reference Guide

    Downloadable .pdf of the SVA 2014 Tax Reference Guide.
    Download

  • 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.
    Download

  • Traditional IRA Distribution Flowchart

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

Websites

  • Bank, Lending, Mortgage and Interest Rates

    Keep up-to-date on changing rates.

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  • Check Your Federal Refund

    Click here to check your federal refund from the IRS.
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  • Check Your State Refund

    Select your state:
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  • Current Exchange Rates

    Track the US dollar against foreign currency.

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  • Illinois Department of Revenue

    The official website of the Illinois Department of Revenue

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  • Internal Revenue Service

    The official website of the Internal Revenue Service (IRS).

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  • SVA Web Tax Guide

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  • U.S. Social Security Administration

    The official website of the U.S. Social Security Administration

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  • Wall Street Journal

    A leading source of financial news.

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  • Wisconsin Department of Revenue

    The official website of the Wisconsin Department of Revenue

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