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Tax Tip of the Week
May 01, 2015

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

World Trend Financial Recognized as One of the Fastest Growing Companies in the Corridor
April 30, 2015

4th year in a row! The Corridor Business Journal has notified us we have again qualified. This marks the fifth time we have been honored.

3 Tips to Get Your Business Back on Track
April 30, 2015

Turning around an existing business takes humility and a willingness to make hard choices. If your company has lost its way, consider these three tips.

Buying or Selling a Business - What You Need to Know
April 30, 2015

Are you thinking about buying or selling a business? Mike Mesch discusses what you need to know.

Why Did My Social Security Payment Decrease?
April 30, 2015

The answer is Social Security payments do not go down. They actually increase in most years for a cost of living adjustment. The culprit for the lower take-home is an increase in the Medicare Part B premium.

Wealth is Just a Matter of Time
April 30, 2015

Generating wealth is a function of strong savings and investing habits; it is not simply based on your annual salary.

Budget Issues Cut the Number of IRS Tax Audits
April 30, 2015

The IRS reports that its enforcement budget has been cut by $254 million, a 5% reduction from the previous year. As a result, the agency expects to cut the number of individual and business audits it conducts.

Tax Return Identity Theft - What To Do Next If You Are A Victim
March 31, 2015

If you have been subject to tax return identity theft, you are not alone. According to IRS statistics, just two years ago $6.5 billion of fraudulent refunds ended up in the wrong hands.

Poetry in Public
March 30, 2015

In celebration of literacy, Poetry in Public publishes a variety of poetry written by area residents. For the second year in a row, our founder, Tim Terry has had a poem selected for display.

Required Minimum Distributions - Do Not Make These Common Rookie Mistakes
March 27, 2015

April 1, 2015 marks the last day you are able to make your required minimum distribution for those who reached the age of 70 1/2 in 2014. This article will discuss some of the common mistakes made with the first required minimum distribution.

Saving and Paying for College
March 27, 2015

Paula Rogers, CPA, discusses 529 plans as well as the various tax credits and tax deductions available as you save/pay for college.

Gifting Appreciated Stock Can Result in Two Different Tax Treatments
March 27, 2015

Here are a few things to consider when making gifts of appreciated stock you have held more than one year.

To Grow or Not to Grow?
March 27, 2015

To grow or not to grow is a decision most successful small businesses face at some point. There can be opportunity and profit in growth, but there can be perils and risks as well.

Spring Cleaning Tips for Tax Paperwork
March 27, 2015

It is spring cleaning time, and that includes your tax paperwork. Here are some recordkeeping guidelines that will help you.

Do You Need to File a 2014 Tax Return?
February 26, 2015

Taxes are a frequent topic of conversation at this time of year, and a common question is, who has to file a tax return? The rules for filing 2014 tax returns are straightforward for most people.

If You Do Not Offer Group Health Insurance - Be Aware of the Rules
February 26, 2015

Employers who reimburse employees for their individual health insurance policies may find themselves in violation of the "market reform" restrictions in the Affordable Care Act.

Major Sponsor for Annual One Book Two Book Children's Literature Festival
February 26, 2015

Our two firms support literacy in the Corridor through out involvement in the Little Free Libraries in Cedar Rapids and our support for the UNESCO City of Literature annual event that is happening March 6 - 8 in Iowa City.

529 ABLE - A New Way is Coming to Save for the Disabled
February 26, 2015

The "Tax Increase Prevention Act of 2014" includes a section that authorizes tax-favored accounts for disabled individuals who can use the money in these accounts to pay for qualified expenses.

Time for a Five-step Business Review
February 26, 2015

If you own or manage your own business, you are probably busy monitoring operations and dealing wiht everyday problems. But there are a few things that you should make time to do every year.

2015 New Year Tax Planning Letter Posted
January 30, 2015

We have posted the 2015 New Year Tax Planning Letter on our website! Here are headlines from the letter.

Realtor and Developer Summit a Success!
January 30, 2015

More than 100 realtors, developers, contractors and other interested persons attended our first Realtor and Developer Summit on Wednesday, January 28th.

Possible Refund Delays for American Opportunity Tax Credit
January 30, 2015

This is not a new credit for the 2014 tax year; however, the IRS has indicated they may require more verification to be completed prior to issuing refunds this year.

Important Monthly Record Keeping in 2015 for Large Employers and the ACA
January 30, 2015

A great deal of monthly record keeping is now required for employyers of 50 or more full-time employees in 2015.

Millennials and Home Ownership - Is the Time Right?
January 30, 2015

The so-called millennial generation had the unfortunate timing of beginning their professional lives shortly before, or immediately following the economic crisis of 2008-2009. Events may lead young renters to reexamine becoming a home owner.

New Tax Forms on 2014 Tax Returns Related to Health Care
January 30, 2015

The preparation of 2014 individual income tax returns will debut two new forms related to the Affordable Care Act that some tax payers will need to file.

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