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Are you prepared for these common business problems?
February 09, 2012

When the economy is uncertain, you must be extra careful to avoid the types of disasters that could ultimately lead to your company's demise. Fortunately, some advance planning may prevent or alleviate severe problems.


William Lipkea, CPA, Joins Terry Lockridge & Dunn as Manager
William Lipkea, CPA, Joins Terry Lockridge & Dunn as Manager
February 02, 2012

Terry Lockridge & Dunn is pleased to announce that Bill Lipkea, CPA, has joined the firm in the position of Manager. Lipkea most recently worked for five years in the TransAmerica Corporate Tax Department.


Reflections on 35 Years as a Financial Advisor
February 01, 2012

Founder Tim Terry reflects on 35 years as a Financial and Tax Advisor and points out common tax, investment, and financial mistakes.


"Businesses of the Week" at Hills Bank
February 01, 2012

Terry Lockridge & Dunn and World Trend Financial were chosen as Hills Bank's "Businesses of the Week" for the week of January 23-27.


FREE Parking for Client Meetings
February 01, 2012

We are now able to provide FREE PARKING for clients coming downtown to meet with us! We have set up a process which will allow us to pay for parking by computer for clients coming in for appointments.


Suspicious E-mails Typically Rise During Tax Season
January 24, 2012

As tax season swings into gear, it is a good time to be reminded of common internet scams that target taxpayers.


IRS Expands Foreign Financial Asset Reporting
January 05, 2012

For 2011 the IRS has expanded for certain U.S. taxpayers the requirement for reporting on foreign owned assets.


Change in Biennial Report Notification
January 04, 2012

Corporations which need to file a Biennial Report with the Iowa Secretary of State’s Office in 2012 should be aware of changes to the notification and filing process.


Cedar Rapids Area Association of Realtors Presentation
January 03, 2012

Rhonda Andrews, Barry Frantz and Mike Mesch gave a presentation to the Cedar Rapids Area Association of Realtors on Wednesday, December 14th. They addressed tax planning issues for realtors and their clients, to a crowd of nearly 70 members.


Firms Adopt-a-Family for the Holiday Season!
Firms Adopt-a-Family for the Holiday Season!
January 03, 2012

Employees of Terry Lockridge & Dunn and World Trend Financial worked with HACAP to “Adopt-a-Family” again this holiday season. This program assisted over 450 families in need in our area, helping make their holidays a bit brighter.



Important Information on Tax Season Procedures
January 02, 2012

Important information regarding tax season procedures for Terry Lockridge & Dunn clients.


Payroll Tax Cut Extension
December 29, 2011

The Temporary Payroll Tax Cut Continuation Act of 2011 was signed into law on December 23, 2011. The new law continues the 2011 employee portion of the FICA payroll tax cut through February 29, 2012.


Which Financial Documents Need To Be Kept?
Which Financial Documents Need To Be Kept?
December 06, 2011

This time of year our offices receive several questions regarding which financial documents need to be kept and which can be thrown away.


Safely Transfer Your Files Using Our Online Portal
Safely Transfer Your Files Using Our Online Portal
November 29, 2011

With Terry Lockridge & Dunn’s Online Portal, you have file exchange capabilities that make it easy for you to securely deliver and receive documents, facilitating communication and supporting the upload of even the largest files.


IRS Update: Always Keep I-9's on File for Your Employees
IRS Update: Always Keep I-9's on File for Your Employees
October 26, 2011

The DHS is stepping up enforcement, and focusing on farmers, factories, restaurants and construction companies.


Tax Tips
October 26, 2011

Tax Tips & Frequently Asked Questions


IRS Amnesty Program: Could Mean Savings for Your Business
IRS Amnesty Program: Could Mean Savings for Your Business
October 25, 2011

The IRS has a new amnesty program to convert independent contractors to employees. The Voluntary Classification Settlement Program (VCSP) allows you to prospectively reclassify independent contractors as employees.


Save On Property Taxes By Creating A Residential Co-op
October 11, 2011

Three Partners at Terry Lockridge & Dunn gave a presentation on the tax advantages of creating a Residential Co-op, at the State of Iowa Landlords Convention, October 7th in Cedar Rapids.


Tips for Parents Saving or Paying for College
Tips for Parents Saving or Paying for College
September 30, 2011

As the cost of higher education continues to climb it is important for parents to use every resource available to ease the burden. It is never too late to begin planning for your child’s education.


Finance: Playing devil's advocate with your investment strategy
Finance: Playing devil's advocate with your investment strategy
September 29, 2011

Whether you are managing a business or an investment portfolio, your ability to challenge your best thoughts and ideas is critical to your success.


Firms Announce Downtown CR Office Expansion
September 23, 2011

As a result of continued business growth, Terry Lockridge & Dunn and World Trend Financial have leased additional office space in the Dows Building, 210 Second Street SE, in downtown Cedar Rapids.



Tips for Taxpayers Who Receive an IRS Notice
Tips for Taxpayers Who Receive an IRS Notice
September 06, 2011

Here are eight things every taxpayer should know about IRS notices – just in case one shows up in your mailbox.


Maxwell Meiborg Foundation/Make-A-Wish Week
Maxwell Meiborg Foundation/Make-A-Wish Week
September 02, 2011

Terry Lockridge & Dunn and World Trend Financial dedicate a week each year to the Maxwell Meiborg Foundation and employees are encouraged to donate in some fun ways!


Mike Mesch, CPA/ABV, ASA, CFF
Mike Mesch, CPA/ABV, ASA, CFF
August 26, 2011

Congratulations to Michael Mesch for earning the Accredited Senior Appraiser (ASA) status with the American Society of Appraisers.


Robin Jackson Certified as a QuickBooks ProAdvisor
Robin Jackson Certified as a QuickBooks ProAdvisor
August 26, 2011

Terry Lockridge & Dunn is proud to announce that Robin Jackson has been certified as a QuickBooks ProAdvisor!



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