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How Well Do You Know Us?
September 29, 2015

We have developed a short survey to gather information about the types of services you desire from your accounting, consulting and wealth management professionals.

The Basics of Estate Planning
September 29, 2015

Is your estate plan sufficient? Is a will all you need? Have you laid out what will happen to your financial assets? Mike Mesch discusses what you need to know in this video.

Where Is My Tax Refund?
September 29, 2015

Individuals have a couple of easy options for finding out the status of their individual income tax return refund.

4th Quarter Tax Planning - How You Finish Is What Counts!
September 29, 2015

The fourth quarter is often make-or-break time in sports. Likewise, tax-cutting steps you take in the last three months of the year can transform a financial plan into a bona fide winner.

Robin Jackson Honored as a 2015 Corridor Business Journal 40 Under 40 Leader
September 29, 2015

The Corridor Business Journal 40 under 40 awards are given annually to recognize and thank leaders under the age of 40. We are proud to announce that one of our own, Robin Jackson, is among this year's honorees!

Tax Tip of the Week
September 25, 2015

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

Private Equity Fund Managers Take Note - Proposed IRS Regs Addressing Management Fee Waivers
August 31, 2015

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.

Starting a Business - Legal Entity Selection Considerations
August 28, 2015

Before you start a new business, there are a number of preliminary decisions to be made. One of the first choices you will face is the legal form in which you will operate the business.

4 Cash Flow Tips That Could Save Your Business
August 28, 2015

Although many factors contribute to business failure, a common culprit is poor cash management. Follow these practices to moderate the ebb and flow of cash in your business.

Iowa Sales Tax Holiday 2015
July 24, 2015

The 16th annual Iowa sales tax holiday on select clothing and footwear is set for Friday, August 7th and Saturday, August 8th. Click here to see what items are tax exempt during this two day period.

After the Wedding: 4 Important, but Unromantic, Things to Accomplish
July 23, 2015

Do not wait too long after the wedding to spend a little time on tax matters. Here is a checklist of things to consider.

Check Your Credit Report
July 23, 2015

If you have not checked your credit report lately, this may be the time. Wrong or old information on your report can affect your credit score - and not in a good way.

2nd Annual Realtor and Developer Summit - Call for Topics!
July 22, 2015

Calling all realtors, developers and contractors! We are in the planning stages for the 2nd Annual Realtor and Developer Summit to be held with Pugh Hagan prahm PLC Attorneys & Counselors.

Are We Meeting and Exceeding Your Expectations?
July 21, 2015

We are redesigning our websites and would love to get some new testimonials from clients and referral sources!

QuickBooks® 2012 No Longer Supported
July 21, 2015

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 2012 or earlier versions, it is no longer supported.

2015 Midyear Tax Planning Letter Posted
June 29, 2015

We have posted the 2015 Midyear Tax Planning Letter on our website! Topics include: Ideas to consider for saving on your 2015 taxes, Health insurance reform, and To itemize or not?

Taxes & Marriage: The Second Time Around
June 29, 2015

Wedding bells bring rejoicing – and financial changes. If you are marrying for the second time, the changes might seem overwhelming. There are estate issues, alimony or child support obligations and other matters to consider.

4 Tax Deductions/Losses That Can Be Carried Forward or Back
June 29, 2015

Although the tax code contains some exceptions, income is generally taxable in the tax year received and expenses are claimed as deductions in the year paid. But "carryforwards" and "carrybacks" have special rules.

Terry Lockridge & Dunn Ranked #6 on CBJ Coolest Places to Work List
June 29, 2015

The Corridor Business Journal held its recognition breakfast on June 16th. We made a video for this year's banquet!

A New Twist on IRS Audits
June 29, 2015

The IRS has recently been sending out examination letters that limit the amount of time the taxpayer is given to respond. These are known as Short Timeframe Audits. In some cases, as little as 15 days are provided for you to contact the IRS and pro

Terry Lockridge & Dunn Named a Coolest Places to Work Honoree
May 27, 2015

The Corridor Business Journal sponsors this annual award to identify and honor local companies that have created the most engaging and rewarding work environments.

New Tax Scams - Same General Rule
May 27, 2015

Each year, tax scammers continue to come up with new creative ways to deceive taxpayers into providing information in order to steal from them. If you ever receive an unsolicited call or email, please remember these facts.

FBAR Deadline is Approaching
May 27, 2015

If you have money or other assets in foreign bank or financial accounts and the total value of your accounts exceeded $10,000 at any time during 2014, you may be required to file a Treasury Department report known as the FBAR.

Health Savings Accounts - 2016 Cost of Living Adjustments Announced
May 27, 2015

The IRS has announced the 2016 cost of living adjustments for qualified health savings accounts.

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.

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