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Track Your Tax Refund With Your Smartphone
January 20, 2011
The IRS has unveiled IRS2Go, its first Smartphone application that lets taxpayers check on the status of their tax refund and obtain helpful tax information.
Is Your Business Ready For 2011?
January 05, 2011
Here is a list of new and expiring tax-related items as we begin 2011.
Both Firms Adopt A Family For The Holidays
January 04, 2011
Terry Lockridge & Dunn and World Trend Financial chose to share the holiday spirit this year by adopting a family for the holidays.
New Year's Resolutions
January 04, 2011
Welcome to 2011. For many the New Year brings along New Year’s Resolutions – exercise more, volunteer, run a marathon, spend more time with family & friends.
Tax Filing To Start On Time......For Most
January 01, 2011
The IRS recently announced the upcoming tax season will start on time for most people, but taxpayers affected by three recently reinstated deductions need to wait until mid-to late February to file their individual tax returns.
2010 Tax Letter
December 28, 2010
Dear Survivor of the death of The National Commission on Fiscal Responsibility and Reform:
President Obama Signs New Tax Bill
December 17, 2010
Congress has approved, and President Obama has signed into law a multi-billion dollar tax cut package.
As an investor, why trust us?
December 01, 2010
For more than 32 years, Terry Lockridge & Dunn and World Trend Financial have been tested by market cycles and investment fads.
Who Is Driving This Bus???
November 29, 2010
Over the last thirty-four years I have had plenty of opportunities to ask that question of investors who have come to me to evaluate their investment portfolios. The typical response has left me speechless.
As a business owner, why trust us?
November 24, 2010
Allow us to share comments of why a number of local business owners trust Terry Lockridge & Dunn.
Jerad Suess Named Director of Taxpayer Advocacy Services
November 22, 2010
November 22, 2010--Jerad Suess, CPA has been named Director of Taxpayer Advocacy Services for Terry Lockridge & Dunn.
As a retiree, why trust us?
November 17, 2010
Experience. Knowledge. Resources. Since 1978, Terry Lockridge & Dunn has continually built lasting relationships with those entering and throughout retirement, helping them transition and plan for the future.
Federal Tax Deposits Going Electronic
November 05, 2010
Do you drop off your federal tax payments at your bank? If so, you should know that the Internal Revenue Service (IRS) recently announced a new rule that calls for most businesses that now pay their federal taxes with a paper Federal Tax Deposit coup
HIRE Act Includes Previously Self-Employed Workers
November 05, 2010
Have you recently hired an employee who was previously self-employed? If so, you may qualify for a tax credit under the HIRE Act
Do You Have Unclaimed Money? Possibly!
November 05, 2010
What happens when someone forgets they have money in a bank account, or never cashes or receives an old payroll check?
Both Firms Raise $2,241 For Foundation
November 05, 2010
Terry Lockridge & Dunn and World Trend Financial raised $2,241.25 during their annual Maxwell Meiborg Foundation fundraising week.
Changes to Flex Spending Arrangements
November 05, 2010
Flexible spending arrangements are to change, effective Jan. 1, 2011, for certain over-the-counter medicines and drugs.
Terry Lockridge & Dunn Celebrates 32 Years!
October 25, 2010
On October 17, 2010, Terry Lockridge & Dunn celebrated its 32 year anniversary.
Terry Lockridge & Dunn Welcomes Robert Terry
October 21, 2010
Robert Terry has joined TLD, Inc. a subsidiary of Terry Lockridge & Dunn. Robert will be working as a consultant for the Investment Banking and Merger and Acquisition Advisory Services Division of TLD, Inc.
IRS Defers New Form W-2 Requirement
October 14, 2010
The IRS recently issued a draft Form W-2 for 2011, which employers use to report wages and employee tax withholding. The new requirement for employers to report the cost of coverage on W-2s for employees under an employer-sponsored group health care
Expiring Tax Cuts
October 01, 2010
As Congress addresses an agenda full of tax legislation including the expiring tax cuts of former President George W. Bush, taxpayers wait in uncertainty.
IRA Charitable Rollovers
September 28, 2010
Thinking of donating to a charity? Are you facing Required Minimum Distributions (RMDs)?
President Obama Signs Small Business Bill
September 28, 2010
On Sept. 27th, 2010 President Obama signed into law a package of enhanced business tax incentives as part of the larger Small Business Jobs Act of 2010.
Terry Lockridge & Dunn Welcomes Jennifer Kjar, CPA
September 23, 2010
Jennifer Kjar, CPA has been named a staff accountant for Terry Lockridge & Dunn.
Terry Lockridge & Dunn Welcomes Jerad Suess, CPA
September 23, 2010
Jerad Suess, CPA has been named a staff accountant for Terry Lockridge & Dunn.
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