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Tax Tip of the Week
August 29, 2014

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


Setting Your Salary as a Small Business Owner
August 26, 2014

One of the greatest perks of owning a small business is flexibility. You can pay yourself any salary without consulting your boss, upper management, or even corporate policy. But that same flexibility may become a curse if handled unwisely.


Large Employers and the Affordable Care Act
August 22, 2014

Large employers are facing two potential penalties, beginning in 2015, for not complying with ACA, as well as a new informational return to be filed in 2016. Data for the new return needs to start being collected in January 2015.


Time is Running Out to Reverse a 2013 Roth Conversion
August 22, 2014

You can reverse a 2013 Roth conversion if you act by October 15, 2014.


Another Way to Pay That College Bill - U.S. Savings Bonds
August 22, 2014

You just received that fall college tuition bill. Do not forget that it is possible to cash in series EE or I U.S. savings bonds and exclude all or part of the interest income from these bonds if used for qualified higher education expenses


Are Your Mutual Funds as Diversified as You Think?
August 22, 2014

Even if you are not an investment expert, you probably know that one of the main benefits of owning a mutaul fund is "diversification". And like many financial terms, there is more to "diversification" than first meets the eye.


An Overview of Disability Issues and Taxes
August 22, 2014

Do you live with a disability, or care for someone who does? If so, you may have disability-specific tax questions about income, deductions and credits.


Deferred Income Annuity in an IRA - Good Choice or Not?
August 04, 2014

A recent ruling by the Treasury Department and IRS will likely lead to an influx of discussions on the merits of deferred income annuities, also known as longevity insurance.


Small Employer Responsibilities under the Affordable Care Act
August 04, 2014

One change in 2014 is that individual plans outside of your group health coverage can no longer be paid on a pre-tax basis.


Casualty Losses - Are They Tax Deductible?
August 04, 2014

With the strong storms we have experienced this summer, you may have suffered a casualty loss that is not fully reimbursed by insurance proceeds. If so, you may be able to recover a portion of you loss by taking a tax deduction.


SIMPLE Plan Set Up: Deadline Approaching - October 1st
August 04, 2014

An important deadline is approaching for business owners. If you are self-employed or own a small business, consider setting up a SIMPLE retirement plan.


New Feature on our Websites
August 04, 2014

We have added the ability you to search our news article by Category.


Space for Lease
August 04, 2014

We have Class A office space available for lease in our Iowa City office.


Iowa Sales Tax Holiday 2014
June 30, 2014

The 15th annual Iowa Sales tax holiday on select clothing and footwear is set for Friday, August 1st and Saturday, August 2nd. Click here to see what items are tax exempt during this two day period.


Three Areas Ripe for a Midyear Business Review
June 25, 2014

Now is the perfect time to perform a check-up on your business, evaluate your goals, and plan ahead for year end.


Manage Your 2014 Tax Bill with Summertime Tax Planning
June 25, 2014

Summertime: the season for sun, sandals, and tax planning. Kick back in your lounge chair and review the following suggestions for easing your 2014 federal income tax bill.


QuickBooks® 2011 No Longer Supported
June 25, 2014

As is QuickBooks®' policy, they only support the current version of their product and the two previous versions. This means if you are currently on 2011 or earlier versions, it is no longer supported.


Refinancing Your Home Mortgage...Consider More Than Just the Rate
June 25, 2014

It may be a good time to consider refinancing your home loan, but simply comparing interest rates is not enough. Here are some other factors to consider before you refinance.


Marriage: Tax Penalty or Bonus?
June 25, 2014

This is the traditional season for weddings. If you are planning a wedding this summer, you should take a look at how marriage could affect your tax bill.


Take Steps to Deal with the Medicare Surtaxes
June 25, 2014

Since January 1, 2013, employees and self-employed people have owed an additional 0.9% surtax on earned income. Investment income exceeding certain thresholds has been subjected to a 3.8% Medicare surtax.


Useful Financial App - Reviewed by Tory Meiborg, President and Partner at World Trend Financial
June 25, 2014

While it seems summer has just begun, we are less than 2 months from college students returning to their respective campuses. This month's review of financial apps focuses on four that I believe can be extremely useful for those students.


Do You Need to File the FBAR?
May 30, 2014

So you included Form 8938 with your 2013 federal income tax return to report your interest in certain foreign financial accounts. Do you also need to file a separate Treasury Department report known as the FBAR?


World Trend Financial Moves up the List!
May 30, 2014

For the third year in a row, World Trend Financial has been honored as one of the Fastest Growing Companies in the Corridor!


How the Affordable Care Act Fees Impact Your Bottom Line
May 30, 2014

The revenue generating portion of the Affordable Care Act included a number of new fees for insurance carriers and self-insured employers. The insurance carriers have passed them along to the employers of group health plans.


3 Tax Planning Tips for Summer Jobs
May 30, 2014

Summer not only ushers in warmer weather, but also means children are out of school and your son or daughter may be looking for a part time job. Here are a few tips and planning ideas to help save you time, money and taxes.



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