Click any of the topics below to drop down to that section:
These logins are applicable to our tax and investment clients:GCD Secure Client Portal (SCP)A link to the portal to be used by all GCD clients to view, save or print all documents retained by GCD, or to retrieve a forgotten password.AssetmarkClients that have opened managed investment accounts with GCD can use this link to see complete information about their accounts. Learn more about our Investment Process and Philosophy here. Prudential AnnuitiesThis link provides clients that previously purchased Prudential variable annuities with viewing access to all information about their contracts. PaclifeClients that purchase Paclife variable annuities, long term care insurance policies or life insurance policies, can use this link to see all the information about their contracts and policies.
Pay GCD for Tax ServicesProvides the 3 different ways to pay GCD for invoices related to tax services.
Tax Brackets and RatesCurrent and prior year federal income tax brackets, rates and other tax information and limits.
Frequently Asked Questions (FAQ)Some of the questions we are asked most often, with our answer in simple English instead of tax code language. Read the sections that interest you but contact us if you need a more tailored explanation.
Current Tax IssuesA list of current tax issues we feel our clients/prospects should be aware of.
Pay Taxes ElectronicallyPaying your federal and state estimated taxes online is the best way to ensure the agency receives your money in a timely and traceable manner. Our list provides links to the most frequently used state and federal sites.
K-1s for Publicly Traded EntitiesDownload K-1s for certain publicly traded utilities and then forward them to GCD when preparing your tax returns.
Valuing Non Cash DonationsIf you are having a difficult time valuing your non-cash donations when preparing your taxes, this site will provide acceptable values. Note that these are NOT the only values allowed by the IRS.
Identity TheftCould you be a victim of identity theft? The IRS Taxpayer Guide to Identity Theft can help you learn more.
IRS Identity Protection PIN (IP PIN)This 6-digit number assigned to eligible taxpayers helps prevent the misuse of their Social Security number on fraudulent federal income tax returns.
Free Donation PickupLocal charities that will pick up various items from your home for donation.
Track Your RefundTrack your federal personal income tax refund, as indicated on your last filed return.
Record Retention GuideAnswers to your questions about how long you should retain key tax documents for both personal and business uses.
Prepare Your Own 1040If your return is very simple and you don't need any professional guidance, we have found this site to provide a reasonably priced do-it-yourself alternative.
Use the websites below to look up Illinois real estate taxes you paid and obtain a receipt for your tax documents. Other states and counties can be found using Google.
FAQs for Investors Working With GCDInvestors that work with GCD to have their assets managed through our affiliation with Assetmark, can view many frequently asked questions.
Social Security InformationOfficial Social Security website providing all the information you need to make informed decisions.
Bankrate.comOne of the best sources for up-to-date information on the interest rates for certificate of deposits (CDs), mortgages, credit cards and other types of loans.
FINRA Broker CheckThe Financial Industry Regulatory Authority (FINRA), is the largest independent regulator for all securities firms doing business in the United States. Before you work with ANY broker, use the FINRA Broker Check link to confirm that this individual is not suspended or involved in any other issues of concern.
Mint.comOne of our favorite free online sources that automatically aggregates and catalogs information from all your bank accounts, credit cards, investments and more. It is easy to set up and navigate.
PersonalFund.ComWant to really know the "true" cost of ownership of some of the mutual funds you may hold? Registration is free.
Retirement Plans (401k) for One Participant EntitiesProvides parameters, requirements, and information about opening a retirement plan for a one-participant entity.
Mercer401k plan administration and information
Hewitt - AbbottPension plan administration and information
Hewitt - AbbviePension plan administration and information
Notarizing DocumentsWe offer complimentary notary services to our clients. Lynn Schwartz, our senior operations manager, is a Notary Public registered in Illinois. If you need a document notarized, contact her directly to schedule a time to meet in our office, as the State of Illinois requires the signer and Notary to meet in person. If desired, we can also scan, copy or mail the notarized documents for you. If Lynn does not know you personally, make sure to have a valid proof of identity, with picture, when meeting. Lynn can also meet you outside our office, if desired.
IDES FraudMany residents of Illinois are being targeted for a scam involving a fraudulent claim being filed for unemployment through the Illinois Department of Employment Security (IDES). This may or may not involve the receipt of a debit card from a bank. Do NOT call that bank nor activate the card. Instead, click the website link above and scroll down to the FAQ section for remedies to take.
LifelockIndustry leader in proactive identity theft protection, LifeLock’s proven solution prevents your identity from being stolen. They also offer the only identity theft child protection program available in the market.
Preventing Cybercrime and Identity TheftAssetmark retained a retired FBI Special Agent to provide current information about cybercrime and identity theft with tips and things to look out for. Watch his video presentation and view PDFs with information to review.
Credit KarmaCheck your credit scores and reports without getting spammed.
Inflation DataWebsite is dedicated to providing you with the most current Inflation Rate Data on the web.
Charity NavigatorEssentially everything you always wanted to know about a charity. From its organizational efficiency to capacity to even comparisons to their peers. We are big believers in charitable giving but believe it's better when your money gets directly to the charitable purpose, not overhead.
Small Business Retirement Plan SetupThis company, Ubiquity, is a great inexpensive source to set up a small business retirement plan such as a 401k, SEP or Keogh.
Bright Directions College Savings ProgramThis plan enables you to create a diversified investment portfolio for your future college costs in such a way that all of the growth will be exempt from both federal and Illinois state tax, provided the money is withdrawn for educational purposes only. In addition. Illinois will give you a deduction on your taxes for contributions made, up to $20,000 (if filing joint) in a tax year. You will have your choice of investments from several different fund families. Contact us if you have any questions about this program or would like to determine how this can work for you and your family.
Bright Start College Savings ProgramThis program is essentially the same as Bright Directions except the investments are managed by a different group of managers. Contact us if you have any questions about this program or would like to determine how this can work for you and your family.
College BoardA not-for-profit membership association whose mission is to connect students to college success and opportunity. Founded in 1900, the association is composed of more than 5,200 schools, colleges, universities, and other educational organizations. Each year, the College Board serves seven million students and their parents, 23,000 high schools, and 3,500 colleges through major programs and services in college admissions, guidance, assessment, financial aid, enrollment, and teaching and learning. Among its best-known programs are the SAT, the PSAT/NMSQT, and the Advanced Placement Program (AP). The College Board is committed to the principles of excellence and equity, and that commitment is embodied in all of its programs, services, activities, and concerns.
Free Application for Federal Student Aid (FAFSA)Federal Student Aid, an office of the U.S. Department of Education, ensures that all eligible individuals can benefit from federally funded or federally guaranteed financial assistance for education beyond high school. In many cases, the financial aid available is not solely based on your family's income.
Saving For CollegeSaving for college education is one of the top priorities for most people. This site helps you to learn more about the available options.
Section 529 Plans - Financial Education CenterContains all the plans listed by plan and by state and the ability to compare side by side and other in-depth information.
Google DriveGoogle provides this free service for online backup of anything you choose from your computer.
SwiftScan for Easily Creating PDF filesWe have found this to be the best free phone app to take pictures of documents, receipts, etc. and convert them instantly to PDF to then either save on your phone, your computer or email out. This app will allow you to scan multiple pages at once, crop each image and convert to black & white. If you ever wanted to send a picture of a document (i.e. your e-file form, a late document you've received, etc.) to GCD, this is the preferred method. Follow the instructions in the SwiftScan Manual for setup best practices.
RoboformProbably the best password keeper that syncs between your computer, phone, tablet and anything else internet based. GCD uses this on most of its devices.