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Tax Tip of the Week
November 07, 2014

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


Terry Lockridge & Dunn Embarks on 37th Year!
November 04, 2014

Tim Terry started with a vision in November 1978 to provide excellent client service with humility and an eye towards the future.


2014 Year-End Tax Planning Letter Posted
October 31, 2014

We have just posted the 2014 YEAR-END TAX PLANNING LETTER on our webside. Here are the headlines from the letter.


2014 Required Minimum Distributions Due by December 31
October 31, 2014

If you are over 70 1/2 years old, you generally have to take a minimum distribution from your IRA by December 31 or face a substantial penalty.


Estate Planning - It's Not All About Your Will
October 31, 2014

Completing your Will is not completing your estate planning. It is vitally important to just as carefully consider your beneficiary designations and the titling on your accounts.


How to Avoid Year-End Tax Surprises from Mutual Funds
October 31, 2014

Mutual funds offer an efficient means of combining investment diversification with professional management. Their income tax effects can be complex however, and poorly timed purchases or sales can create unpleasant year-end surprises.


Happy Thanksgiving!
October 31, 2014

Happy Thanksgiving to our readers!


Brad Haverback Honored as a 2014 Corridor Business Journal 40 Under 40 Leader
September 26, 2014

The Corridor Business Journal annually recognize forty leaders under the age of 40 who are making a difference in the Corridor.


Update on Little Free Libraries and the Impact in Wellington Heights
September 26, 2014

In September, Sarah Binder, with We Create Here, sat down with Tim Terry to talk about the Little Free Libraries and other aspects of the Wellington Heights Neighborhood.


2015 Medicare Part D Important Dates
September 26, 2014

It is time to begin gathering information and evaluating the various Part D plan alternatives. The Annual Coordinated Election Period begins October 15th and ends on December 7th for plans that take effect on January 1, 2015.


College Tax Credit Reminder for 2014
September 26, 2014

Whether you just paid that first ever college tuition bill like me, or it was just one of many that you have paid - do not forget you may be able to get some of that back at tax time.


Year-End Investment Planning
September 26, 2014

As difficult as it is to believe, 2015 is just around the corner. Before the numerous demands of the hectic holiday season begin to monopolize your schedule, now is a perfect time to address some of the various year-end financial issues.


Individual Health Care Marketplace Key Dates
September 26, 2014

For those of us in the workplace, the annual open enrollment/renewal period for health insurance is a familiar year-end ritual. It is no different for individuals who have elected to purchase their health insurance through the Health Care Marketplace


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.


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.


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.


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.



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