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Tax Updates for Seniors and Planning for 2024 (zsp )

  • Mon, November 13, 2023
  • 10:00 AM - 12:00 PM
  • Virtual
  • 218


Registration is closed

Join us for a discussion with Dave Glova about all things of interest to seniors.  Dave will be addressing a number of topics including:

  • IRA's: qualified charitable distributions, required minimum distributions, rollovers, withholding.
  • Hidden tax traps: Brackets, Roth conversions, IRMAA
  • Edvest: New Roth conversion option, optimizing distributions.
  • Wisconsin taxes: special subtractions, capital gains and losses, itemized deduction credit.
  • Other (time permitting): Hobby income, self-employed health insurance deduction, gambling taxation, identity theft, record retention.

Dave retired as a chemical engineer and began volunteering as a tax preparer for AARP's TaxAide program in South Carolina. He became an instructor for the program and then became the state training coordinator. Towards the end of his 7-year volunteer work, he added on paid tax preparation work for the clients of an investment advisor. He also volunteered to teach a multi-session course on "Taxes for Seniors" at Furman's University's Osher Lifetime Learning Institute.

When Dave moved to Fitchburg (grandkids related), he began working as a seasonal tax preparer for SVA, an accounting firm on the west side. He worked there for nine years before retiring again. And just as before, he volunteered again with the AARP TaxAide program for this past tax season since it is difficult to golf during the winter here in Wisconsin.

If you have preliminary questions for the speaker, please send to Program Coordinators Don Miner at and Faisal Kaud at, by Monday, November 6.

Food Pantry Contributions:

Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.

Registration Deadline:  Thursday, November 9


Advance registration is required.  You are encouraged to register online.  To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

NOTE:  The weblink and virtual call information will be included in the meeting reminders registrants receive.

UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218

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For More Information Contact UWRA

Executive Director

UW-Madison Retirement Association

21 North Park Street, Room 7205

Madison, WI 53715-1218


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