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Tax Tip of the Week
October 24, 2014

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

Brad Haverback Honored as a 2014 Corridor Business Journal 40 Under 40 Leader
September 26, 2014

The Corridor Business Journal annually recognize forty leaders under the age of 40 who are making a difference in the Corridor.

Update on Little Free Libraries and the Impact in Wellington Heights
September 26, 2014

In September, Sarah Binder, with We Create Here, sat down with Tim Terry to talk about the Little Free Libraries and other aspects of the Wellington Heights Neighborhood.

2015 Medicare Part D Important Dates
September 26, 2014

It is time to begin gathering information and evaluating the various Part D plan alternatives. The Annual Coordinated Election Period begins October 15th and ends on December 7th for plans that take effect on January 1, 2015.

College Tax Credit Reminder for 2014
September 26, 2014

Whether you just paid that first ever college tuition bill like me, or it was just one of many that you have paid - do not forget you may be able to get some of that back at tax time.

Year-End Investment Planning
September 26, 2014

As difficult as it is to believe, 2015 is just around the corner. Before the numerous demands of the hectic holiday season begin to monopolize your schedule, now is a perfect time to address some of the various year-end financial issues.

Individual Health Care Marketplace Key Dates
September 26, 2014

For those of us in the workplace, the annual open enrollment/renewal period for health insurance is a familiar year-end ritual. It is no different for individuals who have elected to purchase their health insurance through the Health Care Marketplace

Setting Your Salary as a Small Business Owner
August 26, 2014

One of the greatest perks of owning a small business is flexibility. You can pay yourself any salary without consulting your boss, upper management, or even corporate policy. But that same flexibility may become a curse if handled unwisely.

Large Employers and the Affordable Care Act
August 22, 2014

Large employers are facing two potential penalties, beginning in 2015, for not complying with ACA, as well as a new informational return to be filed in 2016. Data for the new return needs to start being collected in January 2015.

An Overview of Disability Issues and Taxes
August 22, 2014

Do you live with a disability, or care for someone who does? If so, you may have disability-specific tax questions about income, deductions and credits.

Time is Running Out to Reverse a 2013 Roth Conversion
August 22, 2014

You can reverse a 2013 Roth conversion if you act by October 15, 2014.

Another Way to Pay That College Bill - U.S. Savings Bonds
August 22, 2014

You just received that fall college tuition bill. Do not forget that it is possible to cash in series EE or I U.S. savings bonds and exclude all or part of the interest income from these bonds if used for qualified higher education expenses

Are Your Mutual Funds as Diversified as You Think?
August 22, 2014

Even if you are not an investment expert, you probably know that one of the main benefits of owning a mutaul fund is "diversification". And like many financial terms, there is more to "diversification" than first meets the eye.

Deferred Income Annuity in an IRA - Good Choice or Not?
August 04, 2014

A recent ruling by the Treasury Department and IRS will likely lead to an influx of discussions on the merits of deferred income annuities, also known as longevity insurance.

Small Employer Responsibilities under the Affordable Care Act
August 04, 2014

One change in 2014 is that individual plans outside of your group health coverage can no longer be paid on a pre-tax basis.

Casualty Losses - Are They Tax Deductible?
August 04, 2014

With the strong storms we have experienced this summer, you may have suffered a casualty loss that is not fully reimbursed by insurance proceeds. If so, you may be able to recover a portion of you loss by taking a tax deduction.

SIMPLE Plan Set Up: Deadline Approaching - October 1st
August 04, 2014

An important deadline is approaching for business owners. If you are self-employed or own a small business, consider setting up a SIMPLE retirement plan.

New Feature on our Websites
August 04, 2014

We have added the ability you to search our news article by Category.

Space for Lease
August 04, 2014

We have Class A office space available for lease in our Iowa City office.

Iowa Sales Tax Holiday 2014
June 30, 2014

The 15th annual Iowa Sales tax holiday on select clothing and footwear is set for Friday, August 1st and Saturday, August 2nd. Click here to see what items are tax exempt during this two day period.

Three Areas Ripe for a Midyear Business Review
June 25, 2014

Now is the perfect time to perform a check-up on your business, evaluate your goals, and plan ahead for year end.

Manage Your 2014 Tax Bill with Summertime Tax Planning
June 25, 2014

Summertime: the season for sun, sandals, and tax planning. Kick back in your lounge chair and review the following suggestions for easing your 2014 federal income tax bill.

QuickBooks® 2011 No Longer Supported
June 25, 2014

As is QuickBooks®' policy, they only support the current version of their product and the two previous versions. This means if you are currently on 2011 or earlier versions, it is no longer supported.

Refinancing Your Home Mortgage...Consider More Than Just the Rate
June 25, 2014

It may be a good time to consider refinancing your home loan, but simply comparing interest rates is not enough. Here are some other factors to consider before you refinance.

Marriage: Tax Penalty or Bonus?
June 25, 2014

This is the traditional season for weddings. If you are planning a wedding this summer, you should take a look at how marriage could affect your tax bill.

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