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Terry Lockridge & Dunn and World Trend Financial Support Murals and More
May 03, 2013
Terry Lockridge & Dunn and World Trend Financial are supporting Murals and More 2nd Annual Student Art Walk this summer. We have sponsored a banner that showcases the original artwork of a local student. Look for our banner at the corner of 2nd Stree
QuickBooks™ - Is it Right for You?
April 29, 2013
Rhonda Andrews, Terry Lockridge & Dunn Partner and QuickBooks™ Certified ProAdvisor discusses if QuickBooks™ accounting software might be right for your business.
The Return of Net Unrealized Appreciation in Company Stock
April 29, 2013
Given the recent rally in equities, we are beginning to see examples where the benefits of Net Unrealized Appreciation need to be revisited.
Estate Planning - Do it for Your Family!
April 29, 2013
As seen in Living Well Magazine (Spring 2013 issue)
When you hear the term "estate planning", what does it mean to you? I like to think of estate planning as a proactive step you can take to save your loved ones time and money.
Roth 401(k) Conversions - Be Sure You Know the Full Story
April 29, 2013
As a result of the year-end tax deal, investors are now allowed to convert existing 401(k) balances to Roth 401(k) accounts. Assuming a plan allows for conversions, does it make sense to convert?
New I-9 Form Released
March 29, 2013
All employers are required to complete a Form I-9, Employment Eligibility Verification, within 3 days of a new employee starting work. Newly hired employees must complete and sign Section 1 of the Form I-9 no later than the first day of employment.
IRS Regulations on Repair Costs Have Changed
March 29, 2013
Under these new laws, any taxpayer who utilizes fixed assets in their business will need to reevaluate how they report their repair costs.
New Home-Office Deduction Option Simplifies Recordkeeping for 2013
March 29, 2013
The IRS is reducing the recordkeeping required for the home-office deduction, effective for 2013.
Manage Your Business with a Few Key Numbers
March 29, 2013
Regardless of the type of business you're running - whether it's selling electronics, making furniture, or servicing automobiles - monitoring a few key financial indicators is often all that's needed to keep your company growing and prosperous.
Review Your Estate Plan under the New Rules
March 29, 2013
There has been a lot of uncertainty about the tax rules - what has changed for 2013 and what has remained the same. This uncertainty includes the rules covering estate and gift taxes.
Changes in 2013 Deduction Limits for Business Vehicles
March 29, 2013
The IRS has published depreciation limits for business vehicles first placed in service this year. The limits for passenger autos remain the same as the 2012 limits, but limits for light trucks and vans have some changes.
IDENTITY THEFT: Are You the Next Victim?
March 03, 2013
Hello, my name is {insert your name here}. It is almost that simple. All an identity thief needs to temporarily ruin your life is your name and your social security number. Yes, the same social security number that used to be printed on your personal
Chad Stecher Earns Professional Designations
March 03, 2013
Chad Stecher, a senior accountant with Terry Lockridge & Dunn, has recently earned two professional designations: Enrolled Agent and Licensed Public Accountant.
Do You Owe Self-Employment Tax?
March 03, 2013
If you earned more than $400 during 2012 from work as a sole proprietor or independent contractor, you may owe self-employment tax. That is true no matter what your age - even if you are receiving social security benefits.
Supreme Court to Rule on Tax Status for Same-Sex Married Couples
March 03, 2013
The Supreme Court has agreed to review a law that bars same-sex married couples from being treated as married for purposes of federal law.
Eligible Home Buyers May Qualify for Federal Tax Credit
February 04, 2013
The Iowa Finance Authority has recently announced the Take Credit! Mortgage Credit Certificate Program, effective January 1, 2013.
Delayed Tax Filing Affects Farmers
February 03, 2013
If your business is farming or fishing, you have until April 15, instead of March 1, to file your 2012 tax return and pay any tax due for 2012.
Kim Vine, CPA Returns
February 03, 2013
Kim Vine, CPA and partner with Terry Lockridge & Dunn, has recently returned from family leave.
2013 New Year Tax Planning
January 17, 2013
A new year always provides fresh opportunities for tax planning. The American Taxpayer Relief Act allows us to have some certainty for tax planning in 2013. Read our 2013 New Year Tax Planning Letter for planning suggestions on minimizing your 2013
Tax Saving Tip: Can Still Make 2012 Charitable IRA Donations - By February 1st
January 17, 2013
IRA Owners 70 1/2 and older have until January 31, 2013 to make tax-free direct transfers to eligible charities out of their IRA and elect to treat these transfers as if they were made on December 31, 2012.
Biennial Report Notices in the Mail
January 09, 2013
Businesses that are set up as an LLC with the State of Iowa should be receiving a postcard this month from the Iowa Secretary of State reminding them it is time to file their biennial report by April 1st.
IRS Delays Start of Filing Season
January 09, 2013
The American Taxpayer Relief Act of 2012, enacted to avoid the “fiscal cliff,” became law on January 1, 2013. Because this law was enacted so close to the start of the tax filing season has created difficulties for the IRS.
Important Considerations for 2013 Payroll Processing
January 09, 2013
The American Taxpayer Relief Act of 2012 has become law. The temporary 2% reduction of employee FICA withholding was allowed to expire. 2013 payroll withholding will be impacted immediately by increasing all employees FICA withholding to 6.2%, up fro
Fiscal Cliff Averted - American Taxpayer Relief Act Awaits President's Signature
January 02, 2013
After much back and forth negotiation, the terms of a fiscal cliff resolution have finally been successfully negotiated. The President is expected to quickly sign and enact the bill into law.
IRS Adjusted Numbers for 2013
January 01, 2013
Each year the IRS adjusts certain tax numbers for inflation and tax law changes. Here are some of the adjusted numbers you'll need for your 2013 tax planning.
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