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Tax Tip of the Week
April 08, 2014

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


Creative Accountants
April 01, 2014

Accountants have long been stereotyped as “number crunchers”. And, the phrase “creative accounting” generally raises a few eyebrows. However, our founder, Tim Terry’s poem entitled “Spring” has been selected for Iowa City’s 2014 Poetry in Public pr


Beware of Tax Scams!
March 26, 2014

Spring has arrived and so have new tax scams. The most important thing to remember is the IRS does not make phone calls, or send emails to taxpayers without prior written contact.


Do Some Planning Before Tapping Your Retirement Nest Egg
March 26, 2014

Planning during retirement can be just as important as planning for retirement. Payments from pension plans, social security checks, withdrawals from 401(k)s, income from a part-time job - these become your paychecks. Planning during retirement helps


If You Make Gifts, You May Need to File a Gift Tax Return
March 26, 2014

In my January 2014 article, I provided an update on estate and gift taxes. Due to generous provisions in the tax code, you may not owe any federal gift tax; however, you still might be required to file a gift tax return.


What You Don't Know About Medicare Could Cost You!
March 26, 2014

Most people know that you receive Medicare coverage at age 65; however, not everyone understands when to begin the application process. And this is critical! Missing your initial enrollment period may cause a gap in coverage and a permanent premium i


Windows XP and QuickBooks® - The End of Support is Near
March 26, 2014

Intuit has announced that it will end support for QuickBooks® customers still on Windows XP, effective April 8th.


Meiborg Inducted into Iowa Lakes Basketball Hall of Fame
March 26, 2014

On February 28, 2014 Tory Meiborg was inducted into the Iowa Lakes Basketball Hall of Fame.


First New Homes in 50 Years Coming to Wellington Heights
March 26, 2014

It has been nearly two years since we updated readers on the good news coming out of the Wellington Heights neighborhood in Cedar Rapids and the TotalChild project. This spring, the program is taking an unprecedented step by building new homes!


Useful Financial App - Reviewed by Tory Meiborg, President and Partner at World Trend Financial
March 26, 2014

Each month, I outline an app for mobile devices that I believe can offer value to clients. This month, we look at Larky, an app that helps you identify discounts various memberships afford.


Tax Planning 101: Let's Not Forget the Obvious
March 03, 2014

As we approach the tax deadline, it is a great opportunity to start thinking about your 2014 taxes. The only requirement is to look at all the opportunities and take advantage of the tried and true. Here are a few to consider.


Vehicle 2014 Depreciation Limits Announced
February 27, 2014

The IRS recently issued the 2014 inflation adjustments to the depreciation for certain vehicles under Sec. 280F. No amounts for the first-year bonus depreciation are included in 2014 as it expired at the end of 2013.


IRS Issues Final Regulations for Employers under the Affordable Care Act for 2015
February 27, 2014

A few weeks ago, the US Department of Treasury and the IRS issued final regulations which delay implementation for mid-size employers and add a transitional provision to the rules for large employers. Here is the summary, provided by the US Departmen


Facing the Financial Issues after the Death of a Spouse
February 27, 2014

The death of a spouse can be a devastating experience, both emotionally and financially. As the survivor, you will have to make important decisions while you are in what could be the most vulnerable and distracted stage of your life.


Benefits of Using Credit Cards
February 27, 2014

The responsible use of credit cards, and the financial dangers of not doing so, are well documented. Here are some potential benefits of eschewing cash and checkbooks, and even debit cards, in exchange for the use of credit cards.


Rules for Medical and Dental Expenses
February 27, 2014

If you plan to claim a deduction for your medical expenses, there are some new rules that may affect your tax return. Here are six things you should know about the medical and dental expense deduction.


Starting a Business? Do Not Forget the Tax Man!
February 27, 2014

Knowing your tax obligations in advance can save time, money, and even the life of your business. Here are a few tips.


Useful Financial App - Reviewed by Tory Meiborg, President and Partner at World Trend Financial
February 27, 2014

As a recurring feature of our newsletter, I will review personal financial mobile apps that I believe can be useful for our clients. This month, I am profiling Walla.by


The State of the Union and Retirement Planning
February 03, 2014

President Obama's sixth state of the union address was a nod to economic disparity in the United States. Citing the ever growing gap in Americans' retirement needs versus savings, he announced the creation of a new retirement plan.


Useful Financial Apps
January 31, 2014

As a recurring feature of our newsletter, I will review personal financial mobile apps that I believe can be useful for our clients. This month, I am profiling Mint.com


2014 Mortgage Credit Certificate Program
January 31, 2014

The Iowa Finance Authority announced that eligible Iowans may buy a home and reduce their federal income tax liability by up to $2000 a year for the life of their mortgage.


Iowa Tax Credit Available to Farmers Who Donate Self-Produced Food to Food Banks
January 31, 2014

In 2013, the Iowa Legislature approved the "Farm to Food Donation" tax credit. It is a tax credit for farmers who donate self-produced food commodities to registered food banks.


Recent Staff Additions
January 31, 2014

Terry Lockridge & Dunn and World Trend Financial are pleased to announce that three new staff members have joined our offices.


Are You Managing Your 401(k)?
January 31, 2014

Fewer employers offer employee pensions, so it is more important than ever to take advantage of your employer's 401(k) retirement plan. For many of us, this is, or will be our largest asset; however, it is often one of the most overlooked.


Got Health Insurance? If Not, Read On!
January 31, 2014

Beginning in 2014, the Affordable Health Care Act includes a mandate for most individuals to have health insurance that maintains minimum essential coverage for themselves and their dependents, or potentially pay a penalty.



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