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Tax Tip of the Week
March 03, 2017

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


February 27, 2017

Individual Retirement Accounts are among the most common accounts used for retirement savings. Here are six facts about Traditional IRAs everyone should know.


February 27, 2017

The assets you own are a vital piece of your financial picture; a sometimes overlooked planning opportunity is the registration of those assets. By registering assets appropriately,


February 27, 2017

For the first time in our history, individuals with a disability, and families of disabled individuals, have the opportunity to open a tax free savings account called IAble.


February 27, 2017

Taxes are due that you cannot pay by the filing deadline, whether it is from stock sales, a good investment year, more self-employment income or some other reason. How do you work with the IRS to pay this amount due?


February 27, 2017

Reminder - We have moved into the Town Centre building, just around the block from our previous location.


February 27, 2017

We had a great turnout for our event on February 16th.


January 26, 2017

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.


January 25, 2017

We have just posted the 2017 New Year Tax Planning Letter on our website. Topics include Reap the Most Savings with Early Planning, Tax Highlights, Is Your Business Liable for Taxes in Other States and more!


January 25, 2017

To celebrate our move to the Town Centre building in downtown Cedar Rapids, we are hosting the February 16th CR Biz Mix at our new location at 221 3rd Avenue SE, Suite 215!


January 25, 2017

Many American adults have at least one parent who is 65 or older and face the need to hire in-home caregivers to help care for family members. Hiring an in-home caregiver has many requirements, forms and laws to consider, especially if they are deter


December 28, 2016

This is a reminder that the hourly minimum wage in Linn County, Iowa will be increasing to $8.25 as of January 1, 2017.


December 28, 2016

We are pleased to announce that Brad Haverback, CFP®, Vice-President for World Trend, has become a partner in the firm!


December 28, 2016

The Cedar Rapids offices of Terry Lockridge & Dunn and World Trend Financial moved out of the Dows Building on Friday, December 30, 2016 and into the Town Centre Building, just around the block from our old location.


December 28, 2016

If you file W-2s, pay non-employee compensation to independent contractors, or are required to report health insurance coverage enrollment or offers to your employees, be aware of earlier due dates.


December 28, 2016

Attention Realtors, Developers and others interested in the topics listed, please join us on Wednesday, January 25, 2017, to learn from the experts at Terry Lockridge & Dunn and Pugh Hagan and Prahm PLC.


December 28, 2016

Hate waiting for that K-1 to file your personal tax return? You may get it sooner as the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 enacted in 2015 changes the due dates for several types of tax and information ret


December 28, 2016

As a result of the PATH Act, be prepared this tax season for additional information requests, or questionnaires to complete, from your tax preparer if claiming the Earned Income Tax Credit, Additional Child Tax Credit, or American Opportunity Tax Cre


December 28, 2016

The IRS has announced the various standard mileage rates.


December 28, 2016

Is achieving financial independence a goal for 2017? Here are five suggestions that can help.


December 28, 2016

The U.S. Citizenship and Immigration Services has published a revised version of Form I-9, Employment Eligibility Verification. By January 22, 2017, employers must use only the new version, dated 11/14/2016.


December 01, 2016

In November 1978, I dragged a metal filing cabinet into the Dows Building wondering if I would ever have enough clients to fill it up. Thirty-eight years ago, I never thought in terms of entrepreneurship.


December 01, 2016

The Department of Labor was blocked from implementing a rule change which would have redefined the mandatory overtime rules for salaried employees. The rule was supposed to go into effect today.


November 29, 2016

Wednesday, January 25, 2017 will be the date of our 3rd Annual Realtor and Developer Summit.


November 29, 2016

In the wake of the recent Presidential election, major US equity indexes have attained new all-time highs. Beyond the US stock markets, conditions have been far more difficult. Perhaps the most dramatic move has occurred in bonds.



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