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Tips for Parents Saving or Paying for College

September 30, 2011

As the cost of higher education continues to climb it is important for parents to use every resource available to ease the burden. It is never too late to begin planning for your child’s education.

Finance: Playing devil's advocate with your investment strategy

September 29, 2011

Whether you are managing a business or an investment portfolio, your ability to challenge your best thoughts and ideas is critical to your success.

Firms Announce Downtown CR Office Expansion

September 23, 2011

As a result of continued business growth, Terry Lockridge & Dunn and World Trend Financial have leased additional office space in the Dows Building, 210 Second Street SE, in downtown Cedar Rapids.

Tips for Taxpayers Who Receive an IRS Notice

September 06, 2011

Here are eight things every taxpayer should know about IRS notices – just in case one shows up in your mailbox.

Maxwell Meiborg Foundation/Make-A-Wish Week

September 02, 2011

Terry Lockridge & Dunn and World Trend Financial dedicate a week each year to the Maxwell Meiborg Foundation and employees are encouraged to donate in some fun ways!

Mike Mesch, CPA/ABV, ASA, CFF

August 26, 2011

Congratulations to Michael Mesch for earning the Accredited Senior Appraiser (ASA) status with the American Society of Appraisers.

Robin Jackson Certified as a QuickBooks ProAdvisor

August 26, 2011

Terry Lockridge & Dunn is proud to announce that Robin Jackson has been certified as a QuickBooks ProAdvisor!

What If I Run Out Of Money?

August 03, 2011

After spending the last thirty-four years working with clients either planning for retirement or in the “golden years”, I am very sensitive to the anxiety experienced by someone who faces the prospect of living off their savings.

The $6 Million Dollar Man? No, but maybe the $1,000 employee.

August 03, 2011

They may not quite be TV’s $6 Million Dollar Man, but some of your employees hired in 2010 may be $1,000 employees. The $1,000 being the amount of potential income tax credit for qualified employees hired in 2010 as part of the HIRE Act.

Debt Ceilings and the Wealth of Nations

July 28, 2011

As serious investors, the spectacle of our government’s inability to resolve critical budget issues should be sobering.

529 Plans

June 29, 2011

Helping your child, grandchild or other loved ones save for college is an important commitment.

The Bet You Have To Lose To Win

June 24, 2011

I remember the moment like yesterday. It was March 1980. I had just spent an hour with a young couple preparing their tax returns.

IRS Increases Mileage Rates

June 24, 2011

The IRS recently announced an increase in the optional standard mileage rates for the final six months of 2011.

Career Opportunity

June 10, 2011

Terry Lockridge & Dunn currently has an opportunity as Tax Manager/Senior Manager.

Key Person Insurance

June 06, 2011

During the course of my career I have valued hundreds of businesses. Often I am asked how valuations have changed over the last three decades.

Understanding Your Retirement Package

June 06, 2011

Consider these three factors before signing on the dotted line and finalizing your retirement benefits.

Kim Vine, CPA Participates in Career Day

June 05, 2011

So you want to be a tax accountant? Kim Vine, CPA and Vice President of Terry Lockridge & Dunn participated in the annual Career Day at Center Point-Urbana Elementary School.

Biggest Mistakes Investors Make

April 27, 2011

If you are like me, right about now you expect to be provided a litany of "things you should have done". Fair enough, we will get to that later.

New Tax Reporting Requirements for Landlords - Repealed

April 26, 2011

Update - The provisions identified below have since been repealed.

Immediate Income Tax Changes for Iowa Taxpayers

April 14, 2011

Changes for tax year 2010 Iowa Income Tax filing became effective April 12, 2011 with the enactment of Senate File 512.

Think Your Income Is Too High To Fund A Roth IRA? There's An Easy Fix.

March 29, 2011

We sometimes hear clients say: “my income is too high to make a tax deductible or Roth IRA contribution”. In response, we would like to share a tax planning strategy specifically designed to turn a non-deductible IRA contribution into a Roth IRA.

How To Best Use A Tax Refund

March 29, 2011

First of all, remember that a tax refund is not a gift. It's an interest-free loan that you gave to Uncle Sam, and now he's paying you back. With that in mind, consider the options below to maximize the use of a tax refund.