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Tangible Property Regulations - New Definition of De Minimum Safe Harbor Rules
November 25, 2015

The Internal Revenue Service has simplified the paperwork and record keeping requirements for small businesses by raising the safe harbor threshold.

Super-Charge Your Year-End Charitable Deduction (But Don't Wait)
November 25, 2015

If you are able to share your blessings financially this year by making a donation to a qualified charitable organization, that is great. This article discusses a few approaches to one-up that basic income tax deduction.

Was A Tax Return Fraudulently Filed Under Your Name?
November 25, 2015

This past tax season we saw news articles in the media about individuals, even here in the Corridor, who were a victum of identity theft relating to their income tax return.

Happy Holidays!
November 25, 2015

With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the holiday season!

Prepare For Upcoming
November 25, 2015

Are you an applicable large employer? If so, in January you may be required to file a tax form you might be unfamiliar with. Form 1095-C, Employer-Provided Health Insurance Offer and Coverage, is requred for each full-time, employee and will disclose

What you Should Know About The Kiddie Tax - Part 2
November 25, 2015

Last month I discussed what the kiddie tax was and when it will apply to investment income of your children. If you, as parents are in the higher income tax brackets, there are some ways to avoid the kiddie tax on your children's investment income.

Tax Tip of the Week
November 20, 2015

The tax tip of the week will provide you with current tax information, tax-cutting suggestions, and tax reminders.

Happy Thanksgiving!
November 01, 2015

With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the Thanksgiving holiday!

Estate Planning - Consider The Possible State Implications
October 29, 2015

For most taxpayers, the current federal estate tax exemption amount is sufficient to exclude their estate from owing any federal estate taxes. So this means the estate's assets will transfer completely tax free to the beneficiaries, right? Well...not

What You Should Know About the Kiddie Tax - Part 1
October 29, 2015

Do your children earn interest and dividends from investments you have made for them? Be aware of the "Kiddie Tax" rules to maximize your family tax savings.

2015 Year-End Tax Planning Newsletter Posted
October 29, 2015

We have posted the 2015 Year-End Tax Planning Letter on our website! Here are headlines from the letter.

Terry Lockridge & Dunn Embarks on 38th Year!
October 29, 2015

Tim Terry started with a vision in November 1978 to provide excellent client service with humility and an eye towards the future.

Cities Impacted by Johnson County 1% Local Option Sales Tax
October 29, 2015

Businesses in these cities should be charging a combined 7% sales tax instead of the prior 6%.

2nd Annual Realtor and Developer Summit - Save the Date!
October 29, 2015

Wednesday, January 20, 2016 will be the date of our 2nd Annual Realtor and Developer Summit.

How Well Do You Know Us?
September 29, 2015

We have developed a short survey to gather information about the types of services you desire from your accounting, consulting and wealth management professionals.

The Basics of Estate Planning
September 29, 2015

Is your estate plan sufficient? Is a will all you need? Have you laid out what will happen to your financial assets? Mike Mesch discusses what you need to know in this video.

Where Is My Tax Refund?
September 29, 2015

Individuals have a couple of easy options for finding out the status of their individual income tax return refund.

4th Quarter Tax Planning - How You Finish Is What Counts!
September 29, 2015

The fourth quarter is often make-or-break time in sports. Likewise, tax-cutting steps you take in the last three months of the year can transform a financial plan into a bona fide winner.

Robin Jackson Honored as a 2015 Corridor Business Journal 40 Under 40 Leader
September 29, 2015

The Corridor Business Journal 40 under 40 awards are given annually to recognize and thank leaders under the age of 40. We are proud to announce that one of our own, Robin Jackson, is among this year's honorees!

Private Equity Fund Managers Take Note - Proposed IRS Regs Addressing Management Fee Waivers
August 31, 2015

The IRS has long been suspect of private equity fund managers being allowed to waive management fees and, in exchange, receive a profits interest in the fund. The IRS is likely to start taking a closer look at these agreements.

Starting a Business - Legal Entity Selection Considerations
August 28, 2015

Before you start a new business, there are a number of preliminary decisions to be made. One of the first choices you will face is the legal form in which you will operate the business.

4 Cash Flow Tips That Could Save Your Business
August 28, 2015

Although many factors contribute to business failure, a common culprit is poor cash management. Follow these practices to moderate the ebb and flow of cash in your business.

Iowa Sales Tax Holiday 2015
July 24, 2015

The 16th annual Iowa sales tax holiday on select clothing and footwear is set for Friday, August 7th and Saturday, August 8th. Click here to see what items are tax exempt during this two day period.

After the Wedding: 4 Important, but Unromantic, Things to Accomplish
July 23, 2015

Do not wait too long after the wedding to spend a little time on tax matters. Here is a checklist of things to consider.

Check Your Credit Report
July 23, 2015

If you have not checked your credit report lately, this may be the time. Wrong or old information on your report can affect your credit score - and not in a good way.

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