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April 29, 2016

Stellar credit scores do not happen overnight or by accident. Instead, you have to exercise financial discipline, sometimes for years.


April 28, 2016

Tim Terry, Founder and Partner at Terry Lockridge & Dunn/World TrendFinancial discusses selling your business.


April 28, 2016

Are your company's meetings dull, uninspiring and inefficient? Would you like them to be vibrant, engaging, productive and futre-focused? If so, here are suggestions to supercharge your business meetings.


April 27, 2016

The U.S. Department of Labor is expected to release new rules about who is exempt from overtime pay this summer. It is also anticipated the rules will go into effect prior to the end of the year.


April 27, 2016

Tax scammers are continuing to come up with creative ways to deceive tax payers. Here is a list of some of the current scams and what to do if you ever receive an unsolicited call or email.


Tax Tip of the Week
April 01, 2016

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


March 31, 2016

When you underpay tax on your personal or business return, you will owe interest on the shortage. The interest accrues from the date the tax was due until you actually paid it. Here are the rates in effect as of April 1, 2016.


March 31, 2016

Do you work in human resources or payroll? The IRS and the FBI want you to be aware of a new twist on email scams.


March 31, 2016

Your company's balance sheet contains the information you need to uncover opportunities for growth as well as trends that can provide planning opportunities.


March 31, 2016

The new Protecting Americans from Tax Hikes Act, signed by the president late last year, restores the Work Opportunity Tax Credit retroactive to the beginning of 2015. The credit is available to employers who hire workers from several target groups.


March 31, 2016

Before you start a new business, one of the first choices you will face is the legal form in which you will operate the business. Watch Barry's video as he guides you through the pros and cons of each.


Private Equity Fund Managers Take Note - Proposed IRS Regs Addressing Management Fee Waivers
March 13, 2016

The IRS has long been suspect of private equity fund managers being allowed to waive management fees and, in exchange, receive a profits interest in the fund. The IRS is likely to start taking a closer look at these agreements.


February 22, 2016

Tim Terry will be a featured speaker in a live 2 hour webinar, organized by The Knowledge Group, on Tuesday, May 10th from 11am - 1pm Central time.


February 16, 2016

Our firms once again provided major sponsorship of the UNESCO City of Literature annual event that occurred this past week-end in Iowa City.


February 16, 2016

Watch Paula Roger's video as she provides tax deductible information on this type of real estate, as well as tips for reducing the amount of taxable gain upon sale of your vacation home or second residence.


February 16, 2016

A common method to reward employees is through length of service or safety achievement awards. However, there are many rules to follow in order for these to be deducted by the employer and excluded from gross income by the recipient.


February 16, 2016

Planning for emergencies is like buying insurance. Having money in the bank to cover those unexpected expenses can reduce stress and keep you from relying on credit cards and loans to make ends meet.


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



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