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Tax Tip of the Week
February 05, 2016

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

February 01, 2016

While a tax deduction is only part of the reason you donate to charity, taking steps to protect your deduction is good planning. Here is what you need to know.

January 29, 2016

The current deadline for new applications for the Iowa business property tax credit is March 15, 2016 for the 2015 assessment year. However, filing deadlines have changed going forward.

January 29, 2016

On February 19, 1991 Tim Terry incorporated World Trend Financial Planning Services, Ltd. Twenty-five years is a long time to not only endure, but also succeed.

January 29, 2016

The Realtor and Developer Summit was hosted by Terry Lockridge & Dunn and Pugh Hagan Prahm on January 20, 2016.

January 29, 2016

We have posted the 2016 New Year Tax Planning Letter on our website! Topics include a review of the tax extenders, 2015 due dates, tax changes in 2016 and more.

January 29, 2016

Every business in Iowa is required to file an annual report with the Iowa Secretary of State on a biennial basis in order to remain in good standing with the state.

December 30, 2015

The Protecting Americans from Tax Hikes Act of 2015 was signed into law on December 18, 2015. The law renews a long list of tax breaks known as "extenders" that have been expiring on an annual basis.

December 30, 2015

If you forgot to make a contribution by the end of December for 2015, it is not too late! For tax years beginning on or after January 1, 2015, contributions made by the Iowa income tax return filing deadline, can be treated as made on the last day of

December 30, 2015

Tim Terry's imprint on the Cedar Rapids and Iowa City communities was publicly recognized in the December 21, 2015 edition of the Corridor Business Journal.

December 30, 2015

Attention Realtors, Developers and others interested in the topics listed, please join us on Wednesday, January 20, 2016, to learn from the experts at Pugh Hagan Prahm PLC and Terry Lockridge & Dunn

December 30, 2015

The IRS has announced the various standard mileage rates for 2016. In many cases the rate has decreased.

December 30, 2015

The previous two months, I have explained what the Kiddie Tax is and when it will apply to your children along with some ways to help avoid the Kiddie Tax on your children's investment income.

Online Tax Organizer Option
November 30, 2015

We are pleased to announce that this year you have an exciting new option when it comes to providing our firm with your individual tax data.

2nd Annual Realtor and Developer Summit - Save the Date!
November 27, 2015

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

Tangible Property Regulations - New Definition of De Minimis 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.

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.

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