News
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2009 Maximum Adjustments
modified 1/28/2009
The Internal Revenue Service has announced the 2009 maximum adjustments applicable to dollar limitations on benefits from and contributions to qualified retirement plans. read >>
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First Time HomeBuyer Program
modified 4/27/2009
The City of Cedar Rapid’s First Time Home Buyer Program is designed to increase the overall homeownership rate, create greater opportunity for homeownership among lower income and underserved households, and to revitalize and stabilize communities. read >>
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First-Time Homebuyer Credit
modified 9/08/2009
The Housing Assistance Act of 2008 may allow taxpayers who have not owned a home in the last three years to qualify for a refundable income tax credit. read >>
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Uncover 35 “Hidden” Medical Deductions
modified 3/12/2009
The IRS and the courts have approved deductions for several rather unusual or extraordinary expenses over the years. Here is a partial list, in alphabetical order, of 35 deductible expenses you might easily overlook. read >>
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Michael P. Mesch, CPA/ABV, AM, CFF
modified 10/05/2009
Terry, Lockridge & Dunn, Inc. announces Michael Mesch has earned Accredited Member status within the American Society of Appraisers with a specialty in business valuation. read >>
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Women's Entrepreneurial Seminar
modified 10/14/2009
A seminar designed for women who are interested in establishing their own business! Join us this Saturday, October 17th at our office in Iowa City. read >>
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Ten Tips for Business Owners
modified 10/14/2009
If you are a small business owner, whether you hire people as independent contractors or as employees will impact how much additional cost your business must bear. read >>
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Cost Saving for Small Business
modified 11/10/2009
Running a small business is no easy task. Running a small business and reaching the most profitable level is even more daunting. read >>
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Audit Protection Service
modified 2/10/2010
The proliferation of computers has given the IRS the ability to crosscheck information on your tax return to a variety of sources. read >>
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Bridging the Gap
modified 3/03/2010
The challenges faced by minorities are very real and very evident. While many will point to the advancements, it is disingenuous to suggest the great divide has been bridged. No where is this as quantifiable as in the area of minority businesses. read >>
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Roth IRA Conversions
modified 3/09/2010
Regardless of income in 2010, taxpayers can convert traditional IRA accounts to Roth IRA accounts. read >>
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Recent Homebuyer Information
modified 7/01/2009
This timely information is important for recent homebuyers to be aware of. Please read these tips to take full advantage of these money-saving opportunities. read >>
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2009 Stimulus Bill
modified 6/30/2009
On February 17, 2009 President Obama signed a massive $800 billion economic stimulus package, which Congress had passed a few days earlier. read >>
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Residential Energy Credits
modified 12/22/2009
The American Recovery and Reinvestment Tax Act of 2009 (2009 Recovery Act) reinstated the Credit for Nonbusiness Energy Property (CNEP) for 2009 and 2010, and enhanced the Residential Energy Efficient Property (REEP) credit. read >>
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Trouble for Employers?
modified 10/05/2009
Misclassification of Independent Contractors and Employees.
Today more and more businesses are increasing their use of outside workers to cut costs, including payroll tax costs. Unfortunately, this trend has caught the attention of the IRS. read >>
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New Car Sales Tax Deduction
modified 7/31/2009
Automobile sales, like new home sales, have plummeted in recent months. In response, Congress has created a non-itemized deduction for state and local sales taxes or excise taxes paid on quallified purchases of new motor vehicles. read >>
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Cash for Clunkers Program
modified 8/06/2009
In recent weeks both the House and Senate approved the new “green” program commonly referred to as “Cash for Clunkers”, with President Obama expected to sign the measure the week of June 22, with a start date of July 2009. read >>
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Business Tips for a Stagnant Economy
modified 6/30/2009
With the downturn in the economy, many businesses are hitting a few rough patches. We have compiled a list of helpful hints to help you navigate the bumpy road ahead...
read >>
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Business Coaching
modified 3/04/2010
Have you ever felt exhausted by a seemingly endless amount of obstacles preventing you from enjoying your business? We know you wear multiple hats – from marketing, to accounting and human resources – the list can be endless! read >>
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Eighth Circuit Affirms "Charitable Lid"
modified 2/08/2010
A “charitable lid” caps an estate tax liability by having the decedent set an amount to pass to beneficiaries with the remainder to charity. The amount passing to charity will then qualify for an estate tax charitable deduction. read >>
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2009 Worker Act
modified 2/08/2010
The 2009 Worker Act now allows businesses of all sizes to carryback net operating losses (NOL) to more than two and less than six years. The provision has been extended to NOLs for 2008 or 2009. read >>
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New Tax Credit for First Time Homebuyers
modified 4/27/2009
The Housing Assistance Act of 2008 may allow taxpayers who have not owned a home in the last three years to qualify for a refundable income tax credit up to $7,500. Read on to see if you qualify... read >>
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We're Back!
modified 1/28/2009
Due to flooding in Cedar Rapids offices, we were temporarily relocated to Hiawatha. As of late August, we have officially moved back to our downtown offices. read >>
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Flood of 2008 Update
modified 1/28/2009
Read here for an update on our business relocation and for a list of useful phone numbers and websites for flood updates and ways for you to give or receive help. read >>
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Community Business Forum
modified 1/28/2009
...this is an opportunity for you to share knowledge acquired throughout your career and to learn from some of your peers in the community. read >>
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Add Real Value to your Business
modified 1/28/2009
Instead of selling his business, our client realized he needed to go back to work. With a little advanced planning he could have met his timeline for sale and retirement. read >>
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Make a Meal, Make a Difference
modified 1/28/2009
Employees of Terry, Lockridge & Dunn and World Trend Financial prepare a meal for guests at the Iowa City Ronald McDonald House. read >>
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TLD and WT Make Cards for Veterans
modified 1/28/2009
Terry, Lockridge & Dunn and World Trend Financial teamed up with Willowwind School in Iowa City to deliver homemade holiday cards to veterans in the Iowa City VA Hospital. read >>
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Building Green Piques Interest
modified 1/28/2009
Several new Iowa projects incorporate environmentally friendly principles. Construction is scheduled to start soon on a green building that will be the new offices for Terry, Lockridge and Dunn and World Trend Financial. read >>
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Make-A-Wish Week at TLD & WT
modified 1/28/2009
Terry, Lockridge & Dunn and World Trend Financial employees raise nearly $1,500 for the Make-A-Wish Foundation of Iowa while having some fun at work. read >>
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Deductions: Business Expenses
modified 1/28/2009
The IRS has updated the simplified per diem rates that employers (or their agents or third parties) can use to reimburse employees without the need to produce receipts. read >>
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FAQ About New Medicare Part B Rules
modified 7/01/2009
The Medicare Modernization Act of 2003 changed how Part B premiums are calculated for some higher income beneficiaries. Read on to see if these new rules will affect you. read >>
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AMT Patch
modified 1/28/2009
The AMT (alternative minimum tax) "patch" is a temporary fix to a big problem. read >>
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Surprising Expansion of "Kiddie Tax"
modified 1/28/2009
There has recently been a surprising expansion of the “kiddie tax,” enacted by Congress in the Small Business Act of 2007. If you have children under age 24 as of 2008, this is of importance to you.
read >>
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Tuition and Textbook Credit
modified 1/28/2009
Taxpayers who have one or more dependents attending Kindergarten through 12th grade in an accredited Iowa school may take a credit for each dependent for amounts paid for tuition and textbooks. read >>
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New Tax Laws for Homeowners
modified 1/28/2009
Including articles about house foreclosure, deductions on mortgage insurance and home sale exclusions for a surviving spouse. Read on to see if these topics affect your taxes. read >>
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