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Is Your Business Ignoring the Health Care Tax Credit?
Is Your Business Ignoring the Health Care Tax Credit?
January 01, 2013

Many small businesses are still missing out on the health care tax credit. Less than half of the small businesses that qualify are taking advantage of the tax credit provided under the "Patient Protection and Affordable Care Act of 2010."


Why Your Business Needs a Buy/Sell Agreement
Why Your Business Needs a Buy/Sell Agreement
January 01, 2013

Every business should give serious consideration to how the company would deal with the death, disability, or departure of one of the owners.


Tax Time!
Tax Time!
January 01, 2013

As the calendar turns over to 2013, the time is right to start gathering your tax information to file your 2012 income tax returns. W-2 forms and most 1099’s should be arriving in your mail during January and early February.


Tax Planning in a Divorce
Tax Planning in a Divorce
January 01, 2013

Taxes are daunting at the best of times – and they are more so at the worst of times, such as during a divorce. The choices you make will affect your future, both financially and personally.


Secure Portal Proves Helpful for Clients
Secure Portal Proves Helpful for Clients
January 01, 2013

Clients of Terry Lockridge & Dunn have found the use of our online portal to be beneficial, allowing secure and efficient transfer of files.


Tim Terry Named to Corridor Business Journal’s Most Influential List
Tim Terry Named to Corridor Business Journal’s Most Influential List
December 04, 2012

Terry Lockridge & Dunn is one of the largest locally owned accounting and business consulting firms in the Corridor and World Trend Financial was named to the Corridor Business Journal’s Top 25 Fastest Growing Companies for the second time this past


Estate and Gift Tax Opportunities Closing
Estate and Gift Tax Opportunities Closing
December 04, 2012

This year individuals can transfer up to $5.12 million – or $10.24 million for married couples – free of estate and gift taxes. Those levels are scheduled to expire at the end of 2012. The President wants to set the estate tax threshold at $3.5 mil


Tax Planning Opportunities
Tax Planning Opportunities
December 03, 2012

As seen in the Living Well Magazine Fall/Winter 2012


Important December Tax Move for C Corps and Former C Corps
Important December Tax Move for C Corps and Former C Corps
December 03, 2012

If you are the owner of a C Corp, or an S Corp that was previously a C Corp (with Accumulated Earnings and Profits that are trapped within the corporation), please read further!


Standard Mileage Rates for 2013 Announced
Standard Mileage Rates for 2013 Announced
December 03, 2012

The IRS has announced the 2013 rates for those that use the optional standard mileage rates for use of a vehicle.


Tax Planning to be Done Ahead of Affordable Care Act Provisions Effective in 2013
Tax Planning to be Done Ahead of Affordable Care Act Provisions Effective in 2013
December 03, 2012

The ultimate tax compromise agreed to by the President and Congress will likely not be known for a few more weeks.


Social Security Changes Coming in 2013
Social Security Changes Coming in 2013
December 03, 2012

The Social Security Administration has recently announced several ways Social Security will be tweaked in the upcoming year.


Special Edition - Tax Planning for 2012 Year-End Needs to Start Now!
November 26, 2012

While the President and Congress meet to try to reach agreement on taxes and spending, it is important for you not to wait. President Obama’s re-election means his administration will push to let tax cuts enacted during the Bush era expire for high


Tax-cutting Time is Ticking Away
Tax-cutting Time is Ticking Away
October 31, 2012

Tax planning may seem too difficult in the current political and economic environment. But reviewing your tax situation before the end of 2012 will position you to act quickly when the timing is right.


Required Minimum Distribution Deadline Approaching
Required Minimum Distribution Deadline Approaching
October 31, 2012

Reminder: Required minimum distributions (RMDs) must be taken by December 31. RMDs are mandatory withdrawals from certain retirement accounts, generally after you reach age 70½.


2013 Qualified Retirement Plan Annual Limits
2013 Qualified Retirement Plan Annual Limits
October 31, 2012

The Internal Revenue Service has announced the 2013 annual plan limits for various qualified retirement plans. For purposes of comparison and history, we have provided the limits from 2010 through 2013.


Multistate Tax Issues for Businesses
Multistate Tax Issues for Businesses
October 31, 2012

Is your company doing business in more than one state? If you answered no, are you sure? States are challenging the old concepts of what it takes to rise to the level of doing business in their state and some are even creating taxes that get around t


Social Security for a Widowed Spouse - What are the Options?
Social Security for a Widowed Spouse - What are the Options?
October 31, 2012

Millions of Americans depend on Social Security. For many, it is their primary source of retirement income. For others, it is an important supplement to pensions and personal savings. Most people have a general understanding of when and how to col


Upcoming QuickBooks Seminars - Register Today!
Upcoming QuickBooks Seminars - Register Today!
October 25, 2012

Join QuickBooks Certified ProAdvisors, Rhonda Andrews and Robin Jackson, both Partners at Terry Lockridge & Dunn, for lunch and learn seminars in Cedar Rapids and Iowa City in November. Please see the attached flyer for more information about this gr


Year-End Tax Planning
Year-End Tax Planning
October 08, 2012

Tax planning may seem too difficult in the current political and economic environment. But reviewing your tax situation before the end of 2012 will position you to act quickly when the timing is right.


Social Security and Divorce - What are the Options?
Social Security and Divorce - What are the Options?
September 26, 2012

Millions of Americans depend on Social Security. For many, it is their primary source of retirement income. For others, it is an important supplement to pensions and personal savings. Most people have a general understanding of when and how to col


Starting a Business - Part 2 Do Not Make These Mistakes!
Starting a Business - Part 2 Do Not Make These Mistakes!
September 26, 2012

Last month, we discussed the various types of legal forms under which to operate your new business. According to the Small Business Administration, one third of new businesses fail within the first two years. Over half fail in the first five years.


What to Do When the IRS Comes Knocking
What to Do When the IRS Comes Knocking
September 26, 2012

The IRS is increasing the number of notices and letters it sends out to individuals and businesses. In fact, every year the IRS sends out millions of letters and notices to taxpayers. A big reason for the increase has to do with all of the electronic


Take Credit to Help Pay College Costs
Take Credit to Help Pay College Costs
September 26, 2012

From 2008 to 2010, the average tuition at four-year public universities rose 15%, and in 2011 total student loans topped $1 trillion. Those statistics are no surprise to parents and students trying to pay for a college education.


Know the Tax Difference Between Alimony and Child Support
Know the Tax Difference Between Alimony and Child Support
September 25, 2012

Divorce is a sad experience for all concerned. The last thing you want to think about is taxes, but tax issues are important. If you fail to negotiate your divorce settlement with taxes in mind, you may regret it for years to come. One important tax



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